O
CRD: 317174
Oswego Private Wealth Management
$60.5M Total AUM
$60.5M Disc. AUM
-- 3Y CAGR
1 Employees
57 ADV. Clients
2 yrs Firm Age
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- Custodian
- Assetmark · LPL Financial
- Clients
- Retail
- Platforms
- Fusion glacierVector beacon
- Established Date
- 08-09-2023
- Office Locations
- 1
Office Locations
5335 Meadows Road Suite 375 Lake Oswego OR
About Oswego Private Wealth Management
Oswego Private Wealth Management is an Oregon-registered RIA providing financial planning and investment planning for business owners, entrepreneurs, and individuals/families. The team emphasizes “stress testing” plans for life events and transition/exit planning for owners, with portfolios built through asset allocation using ETFs and public funds. Supported platforms include LPL Financial and AssetMark, with an eMoney client portal.
Team overview
-- AVG AGE
$60.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
2.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Meridian Focus pioneer
Client Personas
Beacon Vector focus
Investment Themes
Meridian Pathway
Investment Vehicles
Beacon Pathway ember
Platform
Delta ember
Services
Fusion insight Insight Foundation signal Horizon Timber matrix Crest focus
Technology
Ember Unison beacon
Owner & Executives
ROBERT EDGAR BEDRITIS
--
- CRD
- #1058646
- Ownership
- 75% or more
(768) 243-9399
wave.pathway@deltacapital.com
in linkedin.com/in/alpha-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,527,034 | -- |
| Non-Discretionary | $0 | -- |
| Total | $60,527,034 | -- |
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Separately Managed Accounts
Total SMA Asset: $60,527,034
Equity - Exchange:
13.1% Public Funds:
26.2% U.S. Government/Agency:
22.0% Municipal Bonds:
19.4% Corporate - Investment Grade:
19.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $197,391,672 | 13.1% |
| Public Funds | $394,783,345 | 26.2% |
| U.S. Government/Agency | $331,497,465 | 22.0% |
| Municipal Bonds | $292,320,492 | 19.4% |
| Corporate - Investment Grade | $290,813,686 | 19.3% |
| Total | $1,506,806,660 | 100.0% |