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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-31-2020
- Office Locations
- 3
Office Locations
About VON Borstel & Associates
Von Borstel & Associates is an Oregon-based RIA led by CFP Wayne von Borstel, a longtime financial coach and author focused on helping high-net-worth investors and entrepreneurs navigate retirement decisions. The firm delivers comprehensive financial and investment planning, including tax, estate and insurance guidance, business succession planning, and portfolio construction using diversified public funds, ETFs and mutual funds, with risk-management and alternative/annuity solutions as needed; custody includes Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WAYNE VON BORSTEL
Founder, Owner, President
- CRD
- #1419351
- Ownership
- 75% or more
SANDRA AGUIRRE PIZA
Chief Compliance Officer
- CRD
- #4619906
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ANSON DAVID LILIENTHAL
Relationship Manager
- CRD
- #7189315
CRAIG RYAN SMITH
Partner
- CRD
- #5324542
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $680,192,461 | $328,595 |
| Non-Discretionary | $0 | -- |
| Total | $680,192,461 | $328,595 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | 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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