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Defined Wealth Management, LLC CRD 306779
$254M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8625 Sw Cascade Ave. Suite 410, Beaverton, OR 97008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
| OR | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2020-11-03 |
| WA | RA | APPROVED | 2020-11-02 |
Branch Locations
8625 Sw Cascade Ave., Suite 410, Beaverton, OR 97008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| True Private Wealth Advisors, Llc | Portland | OR | 10/2013 | 03/2020 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 10/2013 | Present |
| Defined Wealth Management, Llc | Portland | OR | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-25 |
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