Horst & Graben Wealth Management, 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 March 19, 2026, reports $920M in regulatory assets under management, 10 employees, 1 office, and 3,442 accounts.
Assets Under Management
$920M
Employees
10
Offices
1 office
Total Clients
1,311
Primary office
PORTLAND, OR
6600 SW 92ND AVE, SUITE 210, 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 82.5% of total clients.
Top client categories% of clientsClients
1
Individuals
82.5%
1,082
2
HNWI
16.6%
217
3
Pension Plans
0.9%
12
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$920Mas of March 19, 2026
Discretionary91.2%
$839M
91% of total RAUM91.2%
Non-discretionary8.8%
$81M
9% of total RAUM8.8%
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$920M
Total Accounts3,442
10Y AUM Change+$920M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee131:1
10Y Employee Change+7 (+233.3%)
* 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.