# Somerset Wealth Management

Somerset Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 170213
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170213

## About

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.

## 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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Last updated: 2026-08-14T12:30:00.000Z

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