Multi-Family OfficeRIA · CRD 311390

Updated:

Willamette Valley Wealth Management

WILLAMETTE VALLEY WEALTH MANAGEMENT, LLC is a state-registered investment adviser in SALEM, OR. The firm manages approximately $70 million in assets.

Willamette Valley Wealth Management

WILLAMETTE VALLEY WEALTH MANAGEMENT, LLC is a state-registered investment adviser in SALEM, OR. The firm manages approximately $70 million in assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Salem

Corporate office

Salem, Oregon, United States

Sector focus

Wealth ManagementFinancial PlanningRetirement PlanningEstate Planning

Frequently asked questions

What is Willamette Valley Wealth Management?

Willamette Valley Wealth Management is a multi family office headquartered in Salem, United States.

Where is Willamette Valley Wealth Management headquartered?

Willamette Valley Wealth Management is headquartered in Salem, United States, in the North America region.

What does Altss track for Willamette Valley Wealth Management?

Altss maintains an OSINT-verified profile of Willamette Valley Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Willamette Valley Wealth Management's website?

Willamette Valley Wealth Management's public website is willamettevalleywealthmanagement.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Willamette Valley Wealth Management?

Willamette Valley Wealth Management is classified by Altss as a Multi Family Office, operating from United States within the North America region.

How does Altss source intelligence on Willamette Valley Wealth Management?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Willamette Valley Wealth Management's Altss profile last updated?

Willamette Valley Wealth Management's profile on Altss was last refreshed on August 14, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by 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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