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CAIRN WEALTH MANAGEMENT

VANCOUVER, WA · CRD 143601 · IAPD ↗ · 503-241-4901

$385.0MRegulatory AUM
3Advisory reps
6Employees
1Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
October 2026 — CAIRN INVESTMENT GROUP is now doing business as CAIRN WEALTH MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
April 2025 — CAIRN INVESTMENT GROUP notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — CAIRN INVESTMENT GROUP reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.