Akt Wealth Advisors, LP

Akt Wealth Advisors, LP (CRD# 147200) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $840,177,186 in 1,427 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    840
    MILLION
  • Total Number of Accounts
    1,427
    ACCOUNTS
  • Average Account Value
    $588,772
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, OR, TX, WA

Financial Advisors at Akt Wealth Advisors, LP
Showing 1 - 10 of 20 top financial advisors.
1
Carl J. Pinkard
CRD#: 4596300
5946 Priestly Dr., Suite 200, Carlsbad, CA 92008
96
Wealthminder
score

Carl Pinkard (CRD# 4596300) is an Investment Advisor Representative working at Akt Wealth Advisors, LP in Carlsbad, CA and has over 14 years of experience in the finance industry. Carl Pinkard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Darin E. Richards
CRD#: 3152370
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035
96
Wealthminder
score

Darin Richards (CRD# 3152370) is an Investment Advisor Representative working at Akt Wealth Advisors, LP in Lake Oswego, OR and has over 18 years of experience in the finance industry.

3
Abbey Rollins
CRD#: 4431168
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035
96
Wealthminder
score

Abbey Rollins (CRD# 4431168) is an Investment Advisor Representative working at Akt Wealth Advisors, LP in Lake Oswego, OR and has over 15 years of experience in the finance industry. Abbey Rollins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Kevin S. Barchus
CRD#: 3013155
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035
93
Wealthminder
score

Kevin Barchus (CRD# 3013155) is an Investment Advisor Representative working at Akt Wealth Advisors, LP in Lake Oswego, OR and has over 19 years of experience in the finance industry.

5
Amy B. Barnes
CRD#: 4164376
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035
93
Wealthminder
score

Amy Barnes (CRD# 4164376) is an Investment Advisor Representative working at Akt Wealth Advisors, LP in Lake Oswego, OR and has over 17 years of experience in the finance industry.

6
Matthew A. Bayley
CRD#: 4857099
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035
93
Wealthminder
score

Matthew Bayley (CRD# 4857099) is an Investment Advisor Representative working at Akt Wealth Advisors, LP in Lake Oswego, OR and has over 13 years of experience in the finance industry.

7
Mark E. Birge
CRD#: 2374402
5946 Priestly Drive, Suite 200, Carlsbad, CA 92008
93
Wealthminder
score

Mark Birge (CRD# 2374402) is an Investment Advisor Representative working at Akt Wealth Advisors, LP in Carlsbad, CA and has over 9 years of experience in the finance industry.

8
Toby J. Daniels
CRD#: 1394167
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035
93
Wealthminder
score

Toby Daniels (CRD# 1394167) is an Investment Advisor Representative working at Akt Wealth Advisors, LP in Lake Oswego, OR and has over 32 years of experience in the finance industry.

9
Douglas E. Davison
CRD#: 2374401
680 Hawthorne Ave, Se, #140, Salem, OR 97301
93
Wealthminder
score

Douglas Davison (CRD# 2374401) is an Investment Advisor Representative working at Akt Wealth Advisors, LP in Salem, OR and has over 18 years of experience in the finance industry.

10
Joanne E. Humphrey
CRD#: 4675628
680 Hawthorne Ave Se, Suite 140, Salem, OR 97301
93
Wealthminder
score

Joanne Humphrey (CRD# 4675628) is an Investment Advisor Representative working at Akt Wealth Advisors, LP in Salem, OR and has over 14 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.