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Horst & Graben Wealth Management
Horst & Graben Wealth Management registered as an investment adviser in 2018 and operates from Lake Oswego, Oregon.
Horst & Graben Wealth Management
Horst & Graben Wealth Management registered as an investment adviser in 2018 and operates from Lake Oswego, Oregon. The firm serves individuals, high-net-worth families, and businesses across Portland, the Columbia River Gorge, and Astoria. It offers financial planning and asset management with a fiduciary, fee-only structure. Public disclosures indicate allocations to equities, fixed income, and gold, managed through a long-term, volatility-aware lens rather than tactical trading. The firm emphasizes planning as an evolving process tied to life changes and is legally bound to put client interests first. Coverage is thin. Publicly available records do not name the founding principals, disclose assets under management, or identify specific investment vehicles or portfolio holdings. The firm's own website provides market commentary but no operational or structural detail beyond its advisory registration and geographic focus. Horst & Graben's structure as an independent RIA in a concentrated regional market is its clearest differentiator. The firm appears to operate without proprietary funds or external institutional capital, positioning it as a straightforward fiduciary for local private clients.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Lake Oswego
Corporate office
Lake Oswego, OR, United States
Frequently asked questions
Is Horst & Graben a fiduciary?
Yes. The firm states on its website that it is legally bound to put client interests first and operates with a transparent, independent structure. This aligns with its registration as a Registered Investment Adviser, which imposes a fiduciary duty under U.S. securities law.
Does Horst & Graben run its own investment funds?
There is no public indication that the firm operates proprietary funds or pooled investment vehicles. Its described services focus on individualized asset management and financial planning for private clients and families, suggesting a separately managed account or advisory model.
What geographic area does Horst & Graben primarily serve?
The firm focuses on the Portland metropolitan area, the Columbia River Gorge, and Astoria, Oregon. Its client base includes local families, companies, and charitable institutions, per the firm's website.
Who founded Horst & Graben Wealth Management?
The names of the founders or current principals are not publicly disclosed in any available source. The firm's website and regulatory records do not identify individual owners or key investment personnel.
How does Horst & Graben approach market volatility in client portfolios?
The firm's published commentary emphasizes staying invested through periods of uncertainty. Recent notes highlighted equities, gold, and fixed income positions as components that delivered solid returns in 2025 despite geopolitical tension and market swings, reflecting a strategic rather than reactive posture.
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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