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Defined Wealth Management

Also known as defined wealth

Wealth ManagerBeaverton, United StatesFounded 2020
$173M
Assets Under Management
Beaverton
Headquarters
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Investment Focus

About Defined Wealth Management

Defined Wealth Management is a wealth manager based in Beaverton, US. Founded in 2020. Reported AUM: 173 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Defined Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$254.0M
Total Clients
557
Filing Date
March 13, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Defined Wealth Management?

Defined Wealth Management is a wealth manager based in Beaverton, United States, managing approximately $173M in assets.

Where is Defined Wealth Management headquartered?

Defined Wealth Management is headquartered in Beaverton, United States.

How much does Defined Wealth Management manage?

Defined Wealth Management manages approximately $173M in assets under management.

When was Defined Wealth Management founded?

Defined Wealth Management was founded in 2020.

How can I contact Defined Wealth Management?

Verified contact details, key decision-makers, and investment preferences for Defined Wealth Management are available on LPbacked. Create a free account to access them.