Defined Wealth Management is an investment advisor in Beaverton with $173.44 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
844409209
SEC advisor number
801-117859
FINRA CRD number
306779
AUM ?
$197.26 mm
(as of 13 Mar 24)
Accounts
501
(as of 13 Mar 24)
Employees
4
(3 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
9 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22