$254.0M Total AUM
$252.6M Disc. AUM
11.0% 3Y CAGR
4 Employees
154 ADV. Clients
6 yrs Firm Age
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- Custodian
- Betterment · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-2020
- Office Locations
- 1
Office Locations
8625 SW Cascade Ave., Suite 410 Beaverton OR
About Defined Wealth Management, LLC
Defined Wealth Management is an independent fiduciary wealth manager providing full-service planning and portfolio management across clients’ entire financial ecosystem, including retirement and estate planning. The firm emphasizes ETF-based portfolio construction and works with entrepreneurs and other individuals seeking a customized path to financial independence, with custody via Betterment and Fidelity/NFS.
Team overview
46 AVG AGE
$84.7M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
4.5 yrs AVG TENURE
4 Employees
3 Advisory Reps
0 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
J
JOSEPH EDWARD OPSAHL
Managing Partner, Partner
- CRD
- #1257252
- Ownership
- 50% but less than 75%
Available
Available
Available
C
CHRISTOPHER A HATFIELD
Managing Partner
- CRD
- #5733146
- Ownership
- 25% but less than 50%
Available
Available
Available
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ALIX AMIRA DEMARTINO
Director
- CRD
- #6106527
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $252,603,643 | $454,323 |
| Non-Discretionary | $1,359,543 | $1,359,543 |
| Total | $253,963,186 | $455,948 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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