Firm profile

OREGON PACIFIC WEALTH MANAGEMENT

MEDFORD, ORCRD 283958Latest ADV January 29, 2026

Oregon Pacific Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Medford, OR. Its latest Form ADV filing, dated January 29, 2026, reports $156M in regulatory assets under management, 5 employees, 1 office, and 530 accounts.

Assets Under Management
$156M
Employees
5
Offices
1 office
Total Clients
272
Primary office
MEDFORD, OR
3250 HILLCREST PARK DRIVE, SUITE 102, MEDFORD, OR, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOAudrey R. Creak
CIOAndrew B. Corradetti

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 84.2% of total clients.
Top client categories% of clientsClients
1
Individuals
84.2%
229
2
HNWI
13.2%
36
3
Charitable
1.1%
3
4
Corporations
1.1%
3
5
Pension Plans
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$156Mas of January 29, 2026
Discretionary99.2%
$155M
99% of total RAUM99.2%
Non-discretionary0.8%
$1M
1% of total RAUM0.8%
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$156M
Total Accounts530
10Y AUM Change+$37M (+31.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee54:1
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.