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Erlandson Wealth Management
Erlandson Wealth Management is a Portland, Oregon-area financial planning and investment management firm located in Beaverton, Oregon. It is a fee-only...
Erlandson Wealth Management
Erlandson Wealth Management is a Portland, Oregon-area financial planning and investment management firm located in Beaverton, Oregon. It is a fee-only fiduciary and Registered Investment Advisor (RIA) firm that does not earn commissions or referral compensation. Services include financial planning, investment management, college planning, retirement income planning, protection analysis, tax review, mortgage advice, and estate planning. Advisors are Dave Erlandson, CFP, and Patrick Steers, CRPC.
General information
Firm type
Multi Family Office
Location
City
Beaverton
Principals
Dave Erlandson
CFP, AIF; fee-only NAPFA advisor; serving clients at Erlandson Wealth since 2011
Patrick Steers
Investment Adviser Representative; CRPC; partner since 2019; with the firm since 2013
Frequently asked questions
Who runs investment decisions at Erlandson Wealth Management?
Erlandson Wealth Management does not publicly disclose its principals or investment committee members. SEC registration filings list the firm's legal entity name and address but omit individual names. Without voluntary disclosure, it is not possible to identify the decision-makers.
Does Erlandson Wealth Management participate in fund commitments or only direct deals?
Public records do not specify whether Erlandson Wealth Management commits capital to external funds or executes direct investments. RIAs commonly use both structures—fund-of-funds, separately managed accounts, and direct placements—but the firm's specific approach is unknown.
Which sectors does Erlandson Wealth Management explicitly avoid?
The firm has not published any negative screening or sector-exclusion policies. Its portfolio composition is not disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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