# Oswego Private Wealth Management

Oswego Private Wealth Management is a Multi Family Office based in Lake Oswego, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Lake Oswego, United States
- **Region:** North America
- **Address:** Birmingham, AL, United States
- **Assets under management:** Undisclosed
- **Website:** oswegopwm.com
- **LinkedIn:** https://www.linkedin.com/company/robert-bedritis-crc%c2%ae-05140613

## Regulatory record

- **CRD number:** 317174
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317174

## About

OSWEGO PRIVATE WEALTH MANAGEMENT is a state-registered investment adviser in LAKE OSWEGO, OR. The firm manages approximately $61 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Private Wealth Management
- Investment Advisory

## Questions

### What investment stages and asset classes does Oswego typically use?

Oswego's asset allocation covers public equities, fixed income, alternatives, and cash. Its process is client-driven, so stage and vehicle mix vary by mandate.

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- [SIMNEER CAPITAL GP, LLC](https://altss.com/profile/simneer-capital-gp-llc)
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Last updated: 2026-07-06T01:24:22.651Z

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