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HORST & GRABEN WEALTH MANAGEMENT, LLC

PORTLAND, OR · CRD 297368 · IAPD ↗ · horstandgrabenwealth.com · 503-342-8900

$920.1MRegulatory AUM
4Advisory reps
10Employees
0Clients
1-10Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — HORST & GRABEN WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
February 2025 — HORST & GRABEN WEALTH MANAGEMENT, LLC notice-filed in AK, NM, NY, PA, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2024 — HORST & GRABEN WEALTH MANAGEMENT, LLC moved its main office from LAKE OSWEGO, OR to PORTLAND, OR.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
April 2024 — HORST & GRABEN WEALTH MANAGEMENT, 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

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