44 Wealth Management is an investment advisor in Eugene with $426.58 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
851280806
SEC advisor number
801-119064
FINRA CRD number
309647
AUM ?
$468.95 mm
(as of 11 Mar 24)
Accounts
1,197
(as of 11 Mar 24)
Employees
5
(5 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
12 Oct 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
13 Jan 22
13F-HR
Quarterly holdings report by institutional manager
20 Oct 21
13F-HR
Quarterly holdings report by institutional manager
19 Jul 21
13F-HR
Quarterly holdings report by institutional manager
18 May 21