# Erlandson Wealth Management

Erlandson Wealth Management is a Multi Family Office based in Beaverton.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Beaverton
- **Assets under management:** Undisclosed
- **Website:** https://erlandsonwealth.com
- **LinkedIn:** https://www.linkedin.com/company/daviderlandson

## Regulatory record

- **CRD number:** 157724
- **SEC file number:** 801-72502
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/157724

## About

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.

## People

- 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

## 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.

## Related profiles

- [VMG Partners](https://altss.com/profile/vmg-partners-ii-llc)
- [Abundance Financial Planning](https://altss.com/profile/abundance-financial-planning)

---

Last updated: 2026-08-11T15:06:42.396Z

Canonical page: https://altss.com/profile/erlandson-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology