Willamette Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portland, OR. Its latest Form ADV filing, dated February 4, 2026, reports $117M in regulatory assets under management, 3 employees, and 488 accounts.
Assets Under Management
$117M
Employees
3
Offices
--
Total Clients
201
Primary office
PORTLAND, OR
6650 SW REDWOOD LANE, SUITE 310, SUITE 310, PORTLAND, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.6% of total clients.
Top client categories% of clientsClients
1
Individuals
83.6%
168
2
HNWI
16.4%
33
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$117Mas of February 4, 2026
Discretionary94.3%
$111M
94% of total RAUM94.3%
Non-discretionary5.7%
$7M
6% of total RAUM5.7%
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.
Total AUM$117M
Total Accounts488
10Y AUM Change+$14M (+13.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee67:1
10Y Employee Change-4 (-57.1%)
* 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.