Erlandson Wealth Management
Erlandson Wealth Management (CRD# 157724) is a financial advisory firm headquartered in Beaverton, OR. They manage $60,900,000 in 388 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management61MILLION
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Total Number of Accounts388ACCOUNTS
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Average Account Value$156,959
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR, WA
Financial Advisors at Erlandson Wealth Management
1
David Erlandson (CRD# 1431090) is an Investment Advisor Representative working at Erlandson Wealth Management in Beaverton, OR and has over 30 years of experience in the finance industry.
2
Patrick Steers (CRD# 6578068) is an Investment Advisor Representative working at Erlandson Wealth Management in Beaverton, OR and has over 8 years of experience in the finance industry.
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