Willamette Valley Wealth Management, LLC

Willamette Valley Wealth Management, LLC (CRD# 311390) is a financial advisory firm headquartered in Salem, OR. They manage $46,300,000 in 182 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3295 Triangle Drive, Suite 200, Salem, OR 97302
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    182
    ACCOUNTS
  • Average Account Value
    $254,396
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, OR

Financial Advisors at Willamette Valley Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stewart Hayes, financial advisor Salem OR
Stewart L. Hayes
CRD#: 4907415
3295 Triangle Drive, Suite 200, Salem, OR 97302

Stewart Hayes (CRD# 4907415) is an Investment Advisor Representative working at Willamette Valley Wealth Management, LLC in Salem, OR and has over 19 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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