44 Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Eugene, OR. Its latest Form ADV filing, dated March 31, 2026, reports $487M in regulatory assets under management, 5 employees, and 1,176 accounts.
Assets Under Management
$487M
Employees
5
Offices
--
Total Clients
237
Primary office
EUGENE, OR
2350 OAKMONT WAY, SUITE 104, EUGENE, OR, United States
Top client segmentHNWI represent 57.4% of total clients.
Top client categories% of clientsClients
1
HNWI
57.4%
136
2
Individuals
27.4%
65
3
Charitable
6.3%
15
4
Corporations
4.2%
10
5
ANNUITIES
2.5%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$487Mas of March 31, 2026
Discretionary99.8%
$487M
100% of total RAUM99.8%
Non-discretionary0.2%
$773K
0% of total RAUM0.2%
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$487M
Total Accounts1,176
10Y AUM Change+$487M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee47:1
10Y Employee Change-1 (-16.7%)
* 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.