SEC Form ADV · CIK 1849518

DEFINED WEALTH MANAGEMENT, LLC

Registered Investment AdviserOR
$254.0M
Assets Under Management
557
Total Clients
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Registration Details

CIK
1849518
Accession
CRD-306779
Location
BEAVERTON, OR
Filing Date
March 13, 2026
AUM
$254.0M
Total Clients
557
Amendment
No

About this Adviser

DEFINED WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in BEAVERTON, OR, managing approximately $254.0M in assets across 557 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.