Somerset Wealth Management, LLC

Somerset Wealth Management, LLC (CRD# 170213) is a financial advisory firm headquartered in Portland, OR. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Somerset Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Andrew T. Murdoch
CRD#: 4348536
4600 S.w. Kelly Avenue, Portland, OR 97239
96
Wealthminder
score

Andrew Murdoch (CRD# 4348536) is an Investment Advisor Representative working at Somerset Wealth Management, LLC in Portland, OR and has over 15 years of experience in the finance industry. Andrew Murdoch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Scott M. Sadar
CRD#: 4238459
4600 S.w. Kelly Avenue, Portland, OR 97239
96
Wealthminder
score

Scott Sadar (CRD# 4238459) is an Investment Advisor Representative working at Somerset Wealth Management, LLC in Portland, OR and has over 16 years of experience in the finance industry. Scott Sadar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Joshua W. Tschirgi
CRD#: 5954263
4600 S.w. Kelly Avenue, Portland, OR 97239
90
Wealthminder
score

Joshua Tschirgi (CRD# 5954263) is an Investment Advisor Representative working at Somerset Wealth Management, LLC in Portland, OR and has over 5 years of experience in the finance industry. Joshua Tschirgi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Thomas B. Hamlin
CRD#: 2208505
4600 S.w. Kelly Avenue, Portland, OR 97239
68
Wealthminder
score

Thomas Hamlin (CRD# 2208505) is an Investment Advisor Representative working at Somerset Wealth Management, LLC in Portland, OR and has over 24 years of experience in the finance industry.

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