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WILLAMETTE FINANCIAL ADVISORS, LLC

PORTLAND, OR · CRD 173482 · IAPD ↗ · wfinadv.com · 503-747-0306

$117.5MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2025 — WILLAMETTE FINANCIAL ADVISORS, LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
42
March 2025 — WILLAMETTE FINANCIAL ADVISORS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
March 2024 — WILLAMETTE FINANCIAL ADVISORS, LLC notice-filed in FL, IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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