Oregon Pacific Wealth Management

Oregon Pacific Wealth Management (CRD# 283958) is a financial advisory firm headquartered in Medford, OR. They manage $155,000,000 in 541 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
3250 Hillcrest Park Drive, Suite 102, Medford, OR 97504
http://oregonpacificwealth.com
By the Numbers
  • Total Assets Under Management
    155
    MILLION
  • Total Number of Accounts
    541
    ACCOUNTS
  • Average Account Value
    $286,506
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NE, OR, WA

Financial Advisors at Oregon Pacific Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Geoffrey Boldt, financial advisor Medford OR
Geoffrey M. Boldt
CRD#: 7869269
3250 Hillcrest Park Drive, Suite 102, Medford, OR 97504

Geoffrey Boldt (CRD# 7869269) is an Investment Advisor Representative working at Oregon Pacific Wealth Management in Medford, OR and has 1 year 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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