Preisz Financial is an SEC registered investment adviser organized as a corporation with a primary office location in Portland, OR. Its latest Form ADV filing, dated March 27, 2026, reports $702M in regulatory assets under management, 10 employees, and 352 accounts.
Top client segmentIndividuals represent 56.4% of total clients.
Top client categories% of clientsClients
1
Individuals
56.4%
195
2
Pension Plans
29.5%
102
3
HNWI
14.2%
49
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$702Mas of March 27, 2026
Discretionary58.5%
$410M
58% of total RAUM58.5%
Non-discretionary41.5%
$291M
42% of total RAUM41.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$702M
Total Accounts352
10Y AUM Change+$291M (+70.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee35:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.