# Willamette Valley Wealth Management, LLC

> Willamette Valley Wealth Management, LLC is a state-registered investment advisory firm in Salem, OR, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 5, 2026.

- CRD: 311390
- Filed as: WILLAMETTE VALLEY WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Salem, OR
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311390
- AdvisorCensus page: https://advisorcensus.com/firm/willamette-valley-wealth-management-llc-salem-or-311390

## Quick answers

**How is Willamette Valley Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Willamette Valley Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Willamette Valley Wealth Management, LLC located?**
Willamette Valley Wealth Management, LLC's principal office is in Salem, OR, according to its Form ADV.

**Is Willamette Valley Wealth Management, LLC registered with the SEC or a state?**
Willamette Valley Wealth Management, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 311390.

**How much does Willamette Valley Wealth Management, LLC manage?**
Willamette Valley Wealth Management, LLC reports $69,916,500 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (100% discretionary).

**What types of clients does Willamette Valley Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (56); pension and profit sharing plans (but not the plan participants or government pension plans) (43); high net worth individuals (11).

**Does Willamette Valley Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311390

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $69,916,500
- Discretionary: $69,916,500
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 56 | $15,900,000 |
| High net worth individuals | 11 | $39,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 43 | $15,000,000 |
| Charitable organizations | 1 | $16,500 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2020 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Willamette Valley Wealth Management, LLC (CRD 311390): Form ADV filing data as of October 2026.