Defined Wealth Management, LLC

Defined Wealth Management, LLC (CRD# 306779) is a financial advisory firm headquartered in Beaverton, OR. They manage $197,260,210 in 501 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
8625 Sw Cascade Ave., Suite 410, Beaverton, OR 97008
https://www.linkedin.com/company/de-fi-ned-wealth-management/
By the Numbers
  • Total Assets Under Management
    197
    MILLION
  • Total Number of Accounts
    501
    ACCOUNTS
  • Average Account Value
    $393,733
Compensation Options
  • A percentage of assets under your management
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, OR, TX, WA

Financial Advisors at Defined Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Alix Demartino, financial advisor Beaverton OR
Alix A. Demartino
CRD#: 6106527
8625 Sw Cascade Ave., Suite 410, Beaverton, OR 97008

Alix Demartino (CRD# 6106527) is an Investment Advisor Representative working at Defined Wealth Management, LLC in Beaverton, OR and has over 11 years of experience in the finance industry.

2
Christopher Hatfield, financial advisor Beaverton OR
Christopher A. Hatfield
CRD#: 5733146
8625 Sw Cascade Ave., Suite 410, Beaverton, OR 97008

Christopher Hatfield (CRD# 5733146) is an Investment Advisor Representative working at Defined Wealth Management, LLC in Beaverton, OR and has over 14 years of experience in the finance industry.

3
Joseph Opsahl, financial advisor Beaverton OR
Joseph E. Opsahl
CRD#: 1257252
8625 Sw Cascade Ave., Suite 410, Beaverton, OR 97008

Joseph Opsahl (CRD# 1257252) is an Investment Advisor Representative working at Defined Wealth Management, LLC in Beaverton, OR and has over 40 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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