Horst & Graben Wealth Management, LLC

Horst & Graben Wealth Management, LLC (CRD# 297368) is a financial advisory firm headquartered in Portland, OR. They manage $649,922,265 in 2,482 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
6600 Sw 92nd Ave, Suite 210, Portland, OR 97223
https://www.horstandgrabenwealth.com/
By the Numbers
  • Total Assets Under Management
    650
    MILLION
  • Total Number of Accounts
    2,482
    ACCOUNTS
  • Average Account Value
    $261,854
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, MT, NH, OR, TX, WA

Financial Advisors at Horst & Graben Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Casey Cleveland, financial advisor Portland OR
Casey E. Cleveland
CRD#: 3065319
6600 Sw 92nd Ave, Suite 210, Portland, OR 97223

Casey Cleveland (CRD# 3065319) is an Investment Advisor Representative working at Horst & Graben Wealth Management, LLC in Portland, OR and has over 21 years of experience in the finance industry.

2
Jamieson Grabenhorst, financial advisor Portland OR
Jamieson L. Grabenhorst
CRD#: 4362410
6600 Sw 92nd Ave, Suite 210, Portland, OR 97223

Jamieson Grabenhorst (CRD# 4362410) is an Investment Advisor Representative working at Horst & Graben Wealth Management, LLC in Portland, OR and has over 22 years of experience in the finance industry.

3
Edward Truax, financial advisor Portland OR
Edward E. Truax
CRD#: 1964666
6600 Sw 92nd Ave, Suite 210, Portland, OR 97223

Edward Truax (CRD# 1964666) is an Investment Advisor Representative working at Horst & Graben Wealth Management, LLC in Portland, OR and has over 34 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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