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
14780 Sw Osprey Drive, Suite 320, Beaverton, OR 97007
https://www.linkedin.com/in/daviderlandson
By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    388
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

OR, WA

Financial Advisors at Erlandson Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
David Erlandson, financial advisor Beaverton OR
David S. Erlandson
CRD#: 1431090
14780 Sw Osprey Drive, Suite 320, Beaverton, OR 97007

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, financial advisor Beaverton OR
Patrick K. Steers
CRD#: 6578068
14780 Sw Osprey Drive, Suite 320, Beaverton, OR 97007

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.

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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