44 Wealth Management Llc
Eugene, Oregon
44 Wealth Management LLC, headquartered in Eugene, OR, is a small investment advisory firm dedicated to helping individuals and high net worth clients achieve their financial goals. With a team of five employees, including four experienced investment advisors, they provide personalized wealth management services to over 190 individual clients. The firm boasts an impressive track record, managing assets totaling over $441,552,000. On average, each investment advisor oversees approximately $67,820,000 in assets under management, aligning with industry standards. All of the assets managed by 44 Wealth Management LLC are discretionar...
See more
Loading...

Assets Under Mgmt

$441.55M

Investment Professionals

4

Locations

0

% 401K & Individual

3%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Other Business Activities
Insurance broker or agent
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.