Somerset Wealth Management, LLC

Somerset Wealth Management, LLC (CRD# 170213) is a financial advisory firm headquartered in Portland, OR. They manage $9,515,442 in 78 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

4600 S Kelly Avenue, Portland, OR 97239

By the Numbers

Total Assets Under Management

10

MILLION
Total Number of Accounts

78

ACCOUNTS
Average Account Value

$121,993

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, OR, WY

Financial Advisors at Somerset Wealth Management, LLC

Showing 1 - 2 of 2 top financial advisors.

Nicholas J. Coccimiglio

CRD#: 5524632

Alpine, WY

Nicholas Coccimiglio (CRD# 5524632) is an Investment Advisor Representative working at Somerset Wealth Management, LLC in Alpine, WY and has over 15 years of experience in the finance industry.

Thomas B. Hamlin

CRD#: 2208505

4600 S Kelly Avenue, Portland, OR 97239

Thomas Hamlin (CRD# 2208505) is an Investment Advisor Representative working at Somerset Wealth Management, LLC in Portland, OR and has over 32 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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