S
$17.3M Total AUM
$17.3M Disc. AUM
-- 3Y CAGR
2 Employees
76 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-14-2014
- Office Locations
- 1
Office Locations
4600 S Kelly Avenue Portland OR
About Somerset Wealth Management, LLC
Somerset Wealth Management, LLC is a Portland-based RIA. The firm has been operating for 12 years. Managing $17.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
$8.7M AVG AUM / ADVISOR
$228.0K AVG AUM / CLIENT
6.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
THOMAS BURGESS HAMLIN
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2208505
- Ownership
- Less than 5%
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B
Brian Philip Hamlin
--
- CRD
- #7643512
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,326,586 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,326,586 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Public Funds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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