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OREGON PACIFIC WEALTH MANAGEMENT

MEDFORD, OR · CRD 283958 · IAPD ↗ · oregonpacificwealth.com · 541-858-0166

$156.3MRegulatory AUM
4Advisory reps
5Employees
0Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
October 2026 — OREGON PACIFIC WEALTH MANAGEMENT added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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