Oregon Pacific Wealth Management, Llc
- Regulatory AUM
- $156M
- Discretionary
- $155M
- Clients
- 272
- Avg AUM / client
- $575K
- Accounts
- 530
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 229 | $71.6M | 45.8% |
| High net worth individuals | 36 | $78.5M | 50.2% |
| Pension and profit sharing plans | 1 | $880K | 0.56% |
| Charitable organizations | 3 | $4.0M | 2.55% |
| Corporations and other businesses | 3 | $1.4M | 0.89% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Benedict Corradetti | Chief Investment Officer | Jun 2016 (10y) | Less than 5% | |
| Audrey Rosemarie Creak | Chief Compliance Officer | Jun 2016 (10y) | Less than 5% | |
| Kevin James Groves | Registered representative | CFP | Jan 2024 (3y) | |
| Geoffrey Michael Boldt | Registered representative | Feb 2024 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Oregon Pacific Banking Co. | Owner | Apr 2016 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/29/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $149M (95% of AUM) Jan 2026
- LPL Financial $29.0M (24% of AUM) Oct 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 29, 2026.
View current Form ADV (SEC/IAPD) ↗