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DEFINED WEALTH MANAGEMENT, LLC

BEAVERTON, OR · CRD 306779 · IAPD ↗ · 503-444-7895

$254.0MRegulatory AUM
3Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2025 — DEFINED WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 26-50.
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.