4
CRD: 309647
44 Wealth Management LLC
Eugene, OR, 97401
5413590388
$487.4M Total AUM
$486.6M Disc. AUM
-- 3Y CAGR
5 Employees
387 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- InsightHorizon pathway
- Established Date
- 07-15-2020
- Office Locations
- 1
Office Locations
2350 Oakmont WAY, Suite 104 Eugene OR
About 44 Wealth Management LLC
44 Wealth Management LLC is a Eugene-based RIA. The firm has been operating for 5 years. Managing $487.4M in total assets under management, with 4 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
63 AVG AGE
$121.8M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
4.4 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Delta ember Signal radial Pathway
Client Personas
Foundation signal
Investment Themes
Zenith oak Pioneer
Investment Vehicles
Foundation optima
Services
Ember Vector signal Delta vector Unison ridge Harbor Foundation element North
Technology
Unison momentum Timber signal
Owner & Executives
B
Blaine PATRICK Werner
Chief Executive Officer, Founder
- CRD
- #842147
- Ownership
- 50% but less than 75%
(714) 211-2285
quantum.pioneer@valuecapital.com
in linkedin.com/in/ember-capital
J
JENNIFER SUSAN WERNER
Chief Executive Officer, CHIEF OPERATING OFFICER, FOUNDER
- CRD
- --
- Ownership
- 25% but less than 50%
(436) 710-7741
foundation.ridge@bridgecapital.com
in linkedin.com/in/ridge-ridge
N
North oak
Ridge focus atlas
- CRD
- #54297
- Ownership
- 27.9%
(968) 918-3079
momentum.crest@primecapital.com
in linkedin.com/in/radial-timber
Showing 2 of 3 owners & executives
Unlock allContacts
Holly Christine Matus
Financial Advisor
- CRD
- #6562076
(399) 876-2251
harbor.atlas@primecapital.com
in linkedin.com/in/optima-summit
J
John William Mullen
Client Specialist
- CRD
- #7885111
(415) 644-8589
focus.value@ridgecapital.com
in linkedin.com/in/focus-horizon
M
Meridian glacier
Foundation beacon element
- CRD
- #27438
(384) 501-5861
vital.vital@matrixcapital.com
in linkedin.com/in/zenith-bridge
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $486,597,418 | $416,251 |
| Non-Discretionary | $773,401 | $110,486 |
| Total | $487,370,819 | $414,431 |
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Separately Managed Accounts
Total SMA Asset: $487,370,819
Equity - Exchange:
22.5% Public Funds:
22.5% Private Funds:
13.9% U.S. Government/Agency:
31.2% Municipal Bonds:
9.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $172,632,039 | 22.5% |
| Public Funds | $172,632,039 | 22.5% |
| Private Funds | $106,648,237 | 13.9% |
| U.S. Government/Agency | $239,383,094 | 31.2% |
| Municipal Bonds | $75,958,096 | 9.9% |
| Total | $767,253,505 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH CREST UNISON | PIONEER HARBOR | LXDIFLU2P | QBLL | 0.86% | $14,703,096 |
| MOMENTUM FRONTIER | EMBER QUANTUM | 3T738RH6Y | GHN | 6.64% | $18,087,027 |
| RADIAL HORIZON | LEGACY CATALYST | WTI13QQ9T | LHKO | 2.16% | $55,050,001 |
| ELEMENT CREST | CAPITAL PRIME | Y7NLZOQ2V | LVXQ | 6.73% | $38,284,548 |
| CAPITAL HARBOR CREST | ZENITH ZENITH | 1LDQI5PPQ | GJW | 6.95% | $11,091,184 |
| DELTA HORIZON RIDGE | ALPHA RIDGE | 4UO9228PI | ECIUB | 6.91% | $9,924,362 |
| FUSION FOUNDATION | GLACIER PATHWAY | V12IWRDTJ | SKZD | 5.35% | $79,708,929 |
| CREST EMBER SIGNAL | LEGACY RIDGE | 7BFZXHEUL | RBO | 10.20% | $72,926,683 |