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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- ElementFrontier +more
- Established Date
- 07-01-2011
- Office Locations
- 1
Office Locations
About Erlandson Wealth Management
Erlandson Wealth Management is a Portland-area (Beaverton, OR) fee-only fiduciary RIA providing financial planning and investment management for individuals and families, including college planning, retirement income planning, estate planning coordination, tax review, and protection analysis. Portfolios emphasize diversification and low-cost index funds and ETFs, custodied at Charles Schwab. Offers in-person or fully remote planning, with flat-fee plans and AUM-based management.
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Owner & Executives
DAVID SANFORD ERLANDSON
Chief Compliance Officer, Managing Member, Principal
- CRD
- #1431090
- Ownership
- 75% or more
Patrick Kelly Steers
Financial Planning, PARTNER, Portfolio Analyst
- CRD
- #6578068
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $67,660,000 | $133,875 |
| Total | $67,660,000 | $133,875 |
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Separately Managed Accounts
Total SMA Asset: $67,660,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $315,770,529 | 42.8% |
| Equity - Exchange | $260,436,908 | 35.3% |
| Cash | $98,124,954 | 13.3% |
| U.S. Government/Agency | $63,449,218 | 8.6% |
| Total | $737,781,609 | 100.0% |