CRD: 283958
Oregon Pacific Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-16-2016
- Office Locations
- 2
Office Locations
About Oregon Pacific Wealth Management
Oregon Pacific Wealth Management, LLC is an independent, fiduciary wealth manager in Oregon serving individuals, families, and institutions. The firm provides personalized financial planning, investment/asset management, and advisory services focused on long-term wealth growth, preservation, and transfer. Portfolios take an active, risk-managed, multi-asset approach using vehicles such as ETFs and mutual funds, with Charles Schwab as a key custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANDREW BENEDICT CORRADETTI
Advisor, Chief Investment Officer
- CRD
- #2897487
- Ownership
- Less than 5%
AUDREY ROSEMARIE CREAK
Chief Compliance Officer
- CRD
- #3071911
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Geoffrey Michael Boldt
Wealth Advisor
- CRD
- #7869269
KEVIN JAMES GROVES
Advisor
- CRD
- #5714436
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $155,103,768 | $294,315 |
| Non-Discretionary | $1,242,479 | $414,160 |
| Total | $156,346,247 | $294,993 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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