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Somerset Wealth Management
SOMERSET WEALTH MANAGEMENT, LLC is a state-registered investment adviser in PORTLAND, OR. The firm manages approximately $17 million in regulatory assets.
Overview
SOMERSET WEALTH MANAGEMENT, LLC is a state-registered investment adviser in PORTLAND, OR. The firm manages approximately $17 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Somerset Wealth Management?
Public records do not name any specific executive or investment committee at Somerset Wealth Management. The firm is registered as an RIA with the SEC, but its leadership is not disclosed on available platforms.
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