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...
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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
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