← Tributary

44 WEALTH MANAGEMENT LLC

EUGENE, OR · CRD 309647 · IAPD ↗ · 44weatlh.com · (541) 359-0388

$487.4MRegulatory AUM
4Advisory reps
5Employees
150Clients
26-50Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — 44 WEALTH MANAGEMENT LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — 44 WEALTH MANAGEMENT LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
March 2025 — 44 WEALTH MANAGEMENT LLC notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2024 — 44 WEALTH MANAGEMENT LLC reports 11-25 financial-planning clients, up from 0.
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.