Concentric Wealth Advisors LLC

Concentric Wealth Advisors LLC (CRD# 281979) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $47,300,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.


Financial Advisors at Concentric Wealth Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
Paul P. Ortner
CRD#: 5930726
16679 Boones Ferry Rd Ste 225, Lake Oswego, OR 97035

Paul Ortner (CRD# 5930726) is an Investment Advisor Representative working at Concentric Wealth Advisors LLC in Lake Oswego, OR and has over 5 years of experience in the finance industry.

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