Best Investors
Account
Sign in
Best Investors
Account
Sign in
Erlandson Wealth Management CRD 157724
$67.7M regulatory AUM 28 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
14780 Sw Osprey Drive Suite 320, Beaverton, OR 97007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2015-11-23 |
Branch Locations
14780 Sw Osprey Drive Suite 320, Beaverton, OR 97007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Erlandson Wealth Management | Beaverton | OR | 07/2013 | 01/2019 |
| Erlandson Wealth Management | Beaverton | OR | 01/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-23 |
Reach out to this advisor