Oregon Pacific Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
Oregon Pacific Wealth Management reports 272 clients. They include 229 individual clients, 36 high-net-worth individuals and 3 charitable organizations. Of its assets, 99.2% ($155M across 527 accounts) are managed with discretion; $1.24M across 3 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 84% | 46% |
| High-net-worth individuals | 13% | 50% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | 1% | 3% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 229 | $71.6M | 45.8% | $313K |
| High-net-worth individuals | 36 | $78.5M | 50.2% | $2.18M |
| Pension and profit-sharing plans | Fewer than 5 | $880K | 0.6% | $880K |
| Charitable organizations | Fewer than 5 | $3.99M | 2.5% | $1.33M |
| Corporations and other businesses | Fewer than 5 | $1.39M | 0.9% | $462K |
| Total | 272 | $156M | 100% | — |
- Clients
- 229
- Regulatory AUM
- $71.6M
- AUM share
- 45.8%
- Avg. per client
- $313K
- Clients
- 36
- Regulatory AUM
- $78.5M
- AUM share
- 50.2%
- Avg. per client
- $2.18M
- Clients
- Fewer than 5
- Regulatory AUM
- $880K
- AUM share
- 0.6%
- Avg. per client
- $880K
- Clients
- Fewer than 5
- Regulatory AUM
- $3.99M
- AUM share
- 2.5%
- Avg. per client
- $1.33M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.39M
- AUM share
- 0.9%
- Avg. per client
- $462K
Total
- Clients
- 272
- Regulatory AUM
- $156M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Oregon Pacific Wealth Management charges 0.75%–1.30% a year for its Portfolio Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning and investment advice are billed hourly, at a maximum of $250.00 per hour; these fees are generally negotiable.
Oregon Pacific Banking Co. owns 75% or more of Oregon Pacific Wealth Management. The leadership team of Oregon Pacific Wealth Management includes Chief Investment Officer Andrew Corradetti and Chief Compliance Officer Audrey Creak. It has 5 employees, 4 of them in advisory roles.
Leadership
- Audrey CreakChief Compliance Officer
- Andrew CorradettiChief Investment Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Oregon Pacific Wealth Management, LLC
Oregon Pacific Banking Co.
Control person · since April 2016
Oregon Pacific Wealth Management’s regulatory assets grew from $139M (February 2022) to $156M (September 2026); clients fell from 475 to 272 and employees from 6 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $156M | 272 | 5 | 3 |
| July 2025 | $175M | 556 | 5 | 2 |
| February 2024 | $155M | 280 | 6 | 2 |
| April 2023 | $135M | 259 | 5 | 2 |
| February 2022 | $139M | 475 | 6 | 2 |
Besides its headquarters, Oregon Pacific Wealth Management has 2 offices, with 3 listed addresses in Oregon.
Oregon · 3 listed addresses
- 3250 Hillcrest Park Drive, Suite 102, MedfordHQ
- 1355 Highway 101, Florence
- 59 E 11th Street, Eugene
Contact and registration details
- Legal name
- Oregon Pacific Wealth Management, LLC
- Headquarters
- 3250 Hillcrest Park Drive, Suite 102, Medford, OR 97504
- Website
- Not reported
- Phone
- 541-858-0166
- @62923809
- SEC file
- 801-122222
- Structure
- Oregon LLC
- Fiscal year end
- December
Oregon Pacific Wealth Management uses Charles Schwab ($149M) as custodian for its separately managed accounts. Oregon Pacific Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $149M100%
At year end, Oregon Pacific Wealth Management’s separately managed accounts were mostly in funds (67%) and stocks (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $107M across 115 positions; the largest are EA Series Trust (10.1%), SPDR Index Shs Fds (7.1%) and EA Series Trust (6.3%).
What the accounts hold
- Stocks20%
- Funds67%
- Registered funds66%
- Pooled vehicles1%
- Bonds5%
- U.S. government and agency bonds3%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash8%
Reported 13F holdings
- $107M
- Reported 13F value
- 115
- Positions
- 48.2%
- In the 10 largest
- +11.2%
- Value vs. prior quarter
- EA Series Trust · Asto US Grow ETF10.1%
- SPDR Index Shs Fds · ST Str PO EX ETF7.1%
- EA Series Trust · EA Astoria Dynmc6.3%
- EA Series Trust · Ast Equ Kin ETF4.6%
- iShares Inc. · Core MSCI Emkt4.3%
- SPDR Series Trust · ST Str P500etf4.0%
- Doubleline ETF Trust · Mortgage ETF3.5%
- Investment Managers Ser TR I · Astoria Real3.4%
- Pimco ETF TR · Multisector BD2.5%
- iShares TR · Core S&P500 ETF2.4%
Together, the ten largest are 48.2% of reported value.
How many clients does Oregon Pacific Wealth Management have?
Oregon Pacific Wealth Management has 272 clients and manages $156 million for them, as of September 2026. They include 229 individual clients, 36 high-net-worth individuals and 3 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 September 2026
What services does Oregon Pacific Wealth Management offer?
Oregon Pacific Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Oregon Pacific Wealth Management charge?
Oregon Pacific Wealth Management charges 0.75%–1.30% a year for its Portfolio Management. The fee is billed in advance and is negotiable.
Source: ADV PART 2A - OREGON PACIFIC WEALTH MANAGEMENT, LLC DISCLOSURE BROCHURE, filed 29 January 2026
Which custodians does Oregon Pacific Wealth Management use?
Oregon Pacific Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $149M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 September 2026
How many financial advisors does Oregon Pacific Wealth Management have?
Oregon Pacific Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Oregon Pacific Wealth Management invest in?
At the end of its last fiscal year, Oregon Pacific Wealth Management’s separately managed accounts held 66% registered funds (mutual funds, ETFs, BDCs), 20% exchange-traded equities, 8% cash and equivalents, 3% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Oregon Pacific Wealth Management?
Oregon Pacific Wealth Management’s direct owner is Oregon Pacific Banking Co. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 September 2026
How does Oregon Pacific Wealth Management get paid?
Oregon Pacific Wealth Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Oregon Pacific Wealth Management?
Oregon Pacific Wealth Management’s main office is at 3250 Hillcrest Park Drive, Suite 102, Medford, OR 97504. Its phone number is 541-858-0166.