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$69.9M Total AUM
$69.9M Disc. AUM
-- 3Y CAGR
1 Employees
114 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-13-2020
- Office Locations
- 1
Office Locations
3295 Triangle Drive Suite 200 Salem OR
About Willamette Valley Wealth Management, LLC
Willamette Valley Wealth Management, LLC is a Salem-based RIA. The firm has been operating for 5 years. Managing $69.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
59 AVG AGE
$69.9M AVG AUM / ADVISOR
$613.3K AVG AUM / CLIENT
5.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
STEWART LEE HAYES
Chief Compliance Officer, Partner
- CRD
- #4907415
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,916,500 | -- |
| Non-Discretionary | $0 | -- |
| Total | $69,916,500 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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