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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.
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. 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.
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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