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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

TRUE PRIVATE WEALTH ADVISORS, LLC

CRD 164947

SALEM, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a4c7510b-24b5-ea74-da6b-ee33ba967c95

Data as of May 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 43
Dated events: 16
On other graphs: 0
Observed: Jul 31, 2012 to May 6, 2026
46 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.4BItem 5.F on the latest filing (2026-05-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.4B
Private client RAUM: $1.4BderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $130Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 22
Advisory employees: 22
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,592
Individual clients: 1,219
High net worth clients: 357
Custody, client assets: $75.3M
SEC number: 801-76997
CRD: 164947
Filings on the tape: 46
First filed: Jul 31, 2012
Latest filed: May 6, 2026
Organised: Limited Liability Company, OR

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL BRETT DAVIS	n/a	SALEM, OR	14	33	1	no
TODD ANTHONY GESCHER	n/a	SALEM, OR	14	32	2	no
JASON DAVID HERBER	n/a	SALEM, OR	13	27	2	no
MICHAEL WARREN LONG	n/a	SALEM, OR	12	25	2	no
STEPHEN ROBERT ALTMAN	n/a	SALEM, OR	8	29	1	no
STEVEN CHESTER BINNS	n/a	SALEM, OR	5	41	1	no
JOSEPH MATTHEW ALSTOTT	n/a	SALEM, OR	4	13	n/a	no
THOMAS CHARLES PATERSON	Certified Financial Planner	MCMINNVILLE, OR \| SALEM, OR	3	18	3	no
MARIA ERZSEBET OLSEN	n/a	MCMINNVILLE, OR \| SALEM, OR	3	22	2	no
Michael John Barr	n/a	SALEM, OR	2	18	n/a	no
Landon Hale Davis	n/a	McMinnville, OR \| SALEM, OR	1	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALTMAN, STEPHEN, ROBERT	FOUNDING PARTNER, MANAGING MEMBER	B	yes	08/2012	May 6, 2026	May 6, 2026
DAVIS, MICHAEL, BRETT	CHIEF EXECUTIVE OFFICER (CEO)	B	yes	08/2012	May 6, 2026	May 6, 2026
DYNASTY FINANCIAL PARTNERS,	Member	B	yes	04/2026	May 6, 2026	May 6, 2026
GESCHER, TODD, ANTHONY	CHIEF INVESTMENT OFFICER (CIO)	B	yes	08/2012	May 6, 2026	May 6, 2026
HERBER, JASON, DAVID	CHIEF FINANCIAL OFFICER (CFO)	B	yes	08/2012	May 6, 2026	May 6, 2026
JASON D. HERBER, INC.	Member	B	yes	01/2024	May 6, 2026	May 6, 2026
LAUGHLIN, MADISON, ELIZABETH	CHIEF ADMINISTRATIVE OFFICER OFFICER (CCO)	Na	yes	12/2023	May 6, 2026	May 6, 2026
M BRETT DAVIS INC.	Member	B	yes	01/2024	May 6, 2026	May 6, 2026
PATERSON, THOMAS, CHARLES	CHIEF OPERATIONS OFFICER	Na	yes	03/2025	May 6, 2026	May 6, 2026
STEPHEN R. ALTMAN, INC.	Member	B	yes	01/2024	May 6, 2026	May 6, 2026
TC PATERSON INC.	Member	B	yes	09/2023	May 6, 2026	May 6, 2026
TODD A. GESCHER, INC	Member	B	yes	01/2024	May 6, 2026	May 6, 2026
ALTMAN, STEPHEN, ROBERT	Member	E	yes	03/2018	Aug 31, 2012	Jul 25, 2024
BINNS, STEVEN, CHESTER	Member	E	yes	12/2020	Mar 25, 2024	Jul 25, 2024
DAVIS, MICHAEL, BRETT	Member	E	yes	03/2018	Aug 31, 2012	Jul 25, 2024
GESCHER, TODD, ANTHONY	Member	E	yes	03/2018	Aug 31, 2012	Jul 25, 2024
HERBER, JASON, DAVID	Member	E	yes	03/2018	Aug 31, 2012	Jul 25, 2024
LONG, MICHAEL, WARREN	Member	E	yes	08/2014	Mar 25, 2024	Jul 25, 2024
PATERSON, THOMAS, CHARLES	Owner	E	yes	09/2023	Mar 25, 2024	Jul 25, 2024
MIKE LONG GROUP, LLC	NON-VOTING MEMBER	Na	no	08/2014	Mar 25, 2024	Jul 25, 2024
STEVE BINNS GROUP, LLC	NON-VOTING MEMBER	Na	no	12/2020	Mar 25, 2024	Jul 25, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Mcminnville	Or	United States	3	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$1.4B	$1.4B	22	22	1	n/a	n/a
2024	Apr 16, 2025	$1.3B	$1.3B	20	20	1	n/a	n/a
2023	Mar 25, 2024	$1.2B	$1.2B	23	23	2	n/a	n/a
2022	Mar 29, 2023	$948M	$948M	19	19	1	n/a	n/a
2021	Mar 31, 2022	$1.1B	$1.1B	17	17	1	n/a	n/a
2020	Mar 31, 2021	$902M	$902M	17	17	1	n/a	n/a
2019	Mar 27, 2020	$1.1B	$1.1B	21	21	2	n/a	n/a
2018	Mar 28, 2019	$936M	$936M	20	20	2	n/a	n/a
2017	Mar 28, 2018	$908M	$908M	17	17	1	n/a	n/a
2016	Mar 31, 2017	$695M	$695M	13	13	n/a	n/a	n/a
2015	Mar 30, 2016	$533M	$533M	14	8	n/a	n/a	n/a
2014	Feb 10, 2015	$526M	$525M	14	8	n/a	n/a	n/a
2013	Mar 11, 2014	$412M	$412M	11	7	n/a	n/a	n/a
2012	Mar 22, 2013	$258M	$258M	8	8	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	9.1%	0	0	0	1	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.4B	$1.3B	13.1%	$948M	14.6%	22	20	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
INTEGRITY WEALTH LLC	3	Jul 10, 2024	Jan 17, 2025	SALEM, OR	Team lift out	RIA to new firm	23.1%
NBC CAPITAL ADVISORS	3	Apr 1, 2020	Feb 12, 2020	SALEM, OR	Team lift out	RIA to new firm	25.0%
DEFINED WEALTH MANAGEMENT, LLC	2	Apr 1, 2020	Nov 2, 2020	PORTLAND, OR	Team lift out	RIA to new firm	16.7%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	2	May 8, 2018	May 4, 2018	EUGENE, OR	Team lift out	Wirehouse to RIA	0.0%

Relationships

Registered with (20)

← Landon Hale DavisAdvisorregistration: current employment
Oct 14, 2024 to presentfactForm ADV
← Michael John BarrAdvisorregistration: current employment
Nov 8, 2023 to presentfactForm ADV
← THOMAS CHARLES PATERSONAdvisorregistration: current employment
Sep 1, 2023 to presentfactForm ADV
← MARIA ERZSEBET OLSENAdvisorregistration: current employment
Sep 1, 2023 to presentfactForm ADV
← JOSEPH MATTHEW ALSTOTTAdvisorregistration: current employment
Aug 25, 2022 to presentfactForm ADV
← STEVEN CHESTER BINNSAdvisorregistration: current employment
Jan 11, 2021 to presentfactForm ADV
← STEPHEN ROBERT ALTMANAdvisorregistration: current employment
Nov 30, 2017 to presentfactForm ADV
← MICHAEL WARREN LONGAdvisorregistration: current employment
Aug 4, 2014 to presentfactForm ADV
← JASON DAVID HERBERAdvisorregistration: current employment
Oct 26, 2012 to presentfactForm ADV
← MICHAEL BRETT DAVISAdvisorregistration: current employment
Sep 17, 2012 to presentfactForm ADV
← TODD ANTHONY GESCHERAdvisorregistration: current employment
Sep 17, 2012 to presentfactForm ADV
← Allie Grace AmersonAdvisorregistration: previous registration
Oct 3, 2025 to May 7, 2026factForm ADV
← SCOTT EVERETT SANDERSAdvisorregistration: previous registration
May 4, 2018 to Jul 10, 2024factForm ADV
← JESSE CARL COFFEEAdvisorregistration: previous registration
May 4, 2018 to Jul 10, 2024factForm ADV
← Teresa Lynn HughesAdvisorregistration: previous registration
Oct 3, 2023 to Jul 10, 2024factForm ADV
← JOSEPH EDWARD OPSAHLAdvisorregistration: previous registration
Jan 24, 2014 to Apr 1, 2020factForm ADV
← JASON ALEXANDER BRATTAdvisorregistration: previous registration
Nov 30, 2017 to Apr 1, 2020factForm ADV
← DAVID KENNETH NANSONAdvisorregistration: previous registration
Nov 30, 2017 to Apr 1, 2020factForm ADV
← ASHLEY NICHOLE COLVINAdvisorregistration: previous registration
Jun 18, 2018 to Apr 1, 2020factForm ADV
← CHRISTOPHER A HATFIELDAdvisorregistration: previous registration
Jan 16, 2014 to Apr 1, 2020factForm ADV

Moved with (4)

→ INTEGRITY WEALTH LLCRegistered adviser3 advisors, team lift out, same day
Jul 10, 2024 to Jan 17, 2025factForm ADV
→ DEFINED WEALTH MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Apr 1, 2020 to Nov 2, 2020factForm ADV
→ NBC CAPITAL ADVISORSRegistered adviser3 advisors, team lift out, same day
Apr 1, 2020 to Feb 12, 2020factForm ADV
← MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviser2 advisors, team lift out, same day
May 8, 2018 to May 4, 2018factForm ADV

Controls (12)

← BINNS, STEVEN, CHESTEROwnerMEMBER, ownership code E, individual
Mar 25, 2024 to Jul 25, 2024factForm ADV
← DAVIS, MICHAEL, BRETTOwnerMEMBER, ownership code E, individual
Aug 31, 2012 to Jul 25, 2024factForm ADV
← GESCHER, TODD, ANTHONYOwnerMEMBER, ownership code E, individual
Aug 31, 2012 to Jul 25, 2024factForm ADV
← ALTMAN, STEPHEN, ROBERTOwnerMEMBER, ownership code E, individual
Aug 31, 2012 to Jul 25, 2024factForm ADV
← HERBER, JASON, DAVIDOwnerMEMBER, ownership code E, individual
Aug 31, 2012 to Jul 25, 2024factForm ADV
← LONG, MICHAEL, WARRENOwnerMEMBER, ownership code E, individual
Mar 25, 2024 to Jul 25, 2024factForm ADV
← PATERSON, THOMAS, CHARLESOwnerOWNER, ownership code E, individual
Mar 25, 2024 to Jul 25, 2024factForm ADV
← LAUGHLIN, MADISON, ELIZABETHOwnerCHIEF ADMINISTRATIVE OFFICER (CAO), ownership code NA, individual
Dec 4, 2023 to Jul 25, 2024factForm ADV
← JASON D. HERBER, INC.OwnerMEMBER, ownership code B, domestic entity
Mar 25, 2024 to Jul 25, 2024factForm ADV
← M BRETT DAVIS INC.OwnerMEMBER, ownership code B, domestic entity
Mar 25, 2024 to Jul 25, 2024factForm ADV
← STEPHEN R. ALTMAN, INC.OwnerMEMBER, ownership code B, domestic entity
Mar 25, 2024 to Jul 25, 2024factForm ADV
← TODD A. GESCHER, INCOwnerMEMBER, ownership code B, domestic entity
Mar 25, 2024 to Jul 25, 2024factForm ADV

Owns (3)

← MIKE LONG GROUP, LLCOwnerNON-VOTING MEMBER, ownership code NA, domestic entity
Mar 25, 2024 to Jul 25, 2024factForm ADV
← STEVE BINNS GROUP, LLCOwnerNON-VOTING MEMBER, ownership code NA, domestic entity
Mar 25, 2024 to Jul 25, 2024factForm ADV
← TC PATERSON INC.OwnerNON-VOTING MEMBER, ownership code NA, domestic entity
Mar 25, 2024 to Jul 25, 2024factForm ADV

Dated events

Occurred
May 7, 2026
Advisor changed firm
Allie Grace Amerson left True Private Wealth Advisors, Llc for Fisher Investments (registered 2026-06-15)
Form ADVobserved 6 days ago
Occurred
Jul 10, 2024
Team lift-out
3 advisors left True Private Wealth Advisors, LLC (Salem, OR) for Integrity Wealth LLC on the same day
Form ADVobserved 6 days ago
3 advisors
Occurred
Jul 10, 2024
Advisor changed firm
Scott Everett Sanders left True Private Wealth Advisors, Llc for Integrity Wealth Llc (registered 2025-01-17)
Form ADVobserved 6 days ago
Occurred
Jul 10, 2024
Advisor changed firm
Teresa Lynn Hughes left True Private Wealth Advisors, Llc for Integrity Wealth Llc (registered 2025-01-01)
Form ADVobserved 6 days ago
Occurred
Jul 10, 2024
Advisor changed firm
Jesse Carl Coffee left True Private Wealth Advisors, Llc for Integrity Wealth Llc (registered 2024-06-17)
Form ADVobserved 6 days ago
Occurred
Mar 25, 2024
Regulatory AUM changed
True Private Wealth Advisors, Llc reported RAUM $1.2B, up 31% from $947.8M (2023-12-13 to 2024-03-25)
Form ADVobserved 6 days ago
$293M
Occurred
Mar 25, 2024
Control person joined
Chester Steven Binns (Member) appeared on Schedule A of True Private Wealth Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Mar 25, 2024
Control person joined
Charles Thomas Paterson (Owner) appeared on Schedule A of True Private Wealth Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Mar 25, 2024
Control person joined
Warren Michael Long (Member) appeared on Schedule A of True Private Wealth Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Dec 4, 2023
Control person left
Patrick Dennis Harrold (Chief Administrative Officer (Cao)) no longer on Schedule A of True Private Wealth Advisors, Llc (listed 2023-09-01, absent 2023-12-04)
Form ADVobserved 6 days ago
Occurred
Dec 4, 2023
Control person joined
Elizabeth Madison Laughlin (Chief Administrative Officer (Cao)) appeared on Schedule A of True Private Wealth Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Regulatory AUM changed
True Private Wealth Advisors, Llc reported RAUM $902.2M, up 44% from $624.7M (2020-06-29 to 2021-03-31)
Form ADVobserved 6 days ago
$277M
Occurred
Jun 29, 2020
Regulatory AUM changed
True Private Wealth Advisors, Llc reported RAUM $624.7M, down 45% from $1.1B (2020-03-27 to 2020-06-29)
Form ADVobserved 6 days ago
$-506M
Occurred
Mar 27, 2020
Control person left
Edward Joseph Opsahl (Chief Operations Officer (Coo)) no longer on Schedule A of True Private Wealth Advisors, Llc (listed 2019-09-05, absent 2020-03-27)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2018
Regulatory AUM changed
True Private Wealth Advisors, Llc reported RAUM $907.8M, up 31% from $695.3M (2017-11-29 to 2018-03-28)
Form ADVobserved 6 days ago
$212M
Occurred
Jul 31, 2012
First Form ADV filing
Allatice Wealth Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a4c7510b-24b5-ea74-da6b-ee33ba967c95
First observed: Jul 31, 2012
Last observed: May 6, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TRUE PRIVATE WEALTH ADVISORS, LLC

CRD 164947

SALEM, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a4c7510b-24b5-ea74-da6b-ee33ba967c95

Data as of May 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:21 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL BRETT DAVIS

n/a

SALEM, OR

TODD ANTHONY GESCHER

n/a

SALEM, OR

JASON DAVID HERBER

n/a

SALEM, OR

MICHAEL WARREN LONG

n/a

SALEM, OR

STEPHEN ROBERT ALTMAN

n/a

SALEM, OR

STEVEN CHESTER BINNS

n/a

SALEM, OR

JOSEPH MATTHEW ALSTOTT

n/a

SALEM, OR

n/a

THOMAS CHARLES PATERSON

Certified Financial Planner

MCMINNVILLE, OR | SALEM, OR

MARIA ERZSEBET OLSEN

n/a

MCMINNVILLE, OR | SALEM, OR

Michael John Barr

n/a

SALEM, OR

n/a

Landon Hale Davis

n/a

McMinnville, OR | SALEM, OR

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALTMAN, STEPHEN, ROBERT

FOUNDING PARTNER, MANAGING MEMBER

yes

08/2012

May 6, 2026

DAVIS, MICHAEL, BRETT

CHIEF EXECUTIVE OFFICER (CEO)

yes

08/2012

May 6, 2026

DYNASTY FINANCIAL PARTNERS,

Member

yes

04/2026

May 6, 2026

GESCHER, TODD, ANTHONY

CHIEF INVESTMENT OFFICER (CIO)

yes

08/2012

May 6, 2026

HERBER, JASON, DAVID

CHIEF FINANCIAL OFFICER (CFO)

yes

08/2012

May 6, 2026

JASON D. HERBER, INC.

Member

yes

01/2024

May 6, 2026

LAUGHLIN, MADISON, ELIZABETH

CHIEF ADMINISTRATIVE OFFICER OFFICER (CCO)

yes

12/2023

May 6, 2026

M BRETT DAVIS INC.

Member

yes

01/2024

May 6, 2026

PATERSON, THOMAS, CHARLES

CHIEF OPERATIONS OFFICER

yes

03/2025

May 6, 2026

STEPHEN R. ALTMAN, INC.

Member

yes

01/2024

May 6, 2026

TC PATERSON INC.

Member

yes

09/2023

May 6, 2026

TODD A. GESCHER, INC

Member

yes

01/2024

May 6, 2026

ALTMAN, STEPHEN, ROBERT

Member

yes

03/2018

Aug 31, 2012

Jul 25, 2024

BINNS, STEVEN, CHESTER

Member

yes

12/2020

Mar 25, 2024

Jul 25, 2024

DAVIS, MICHAEL, BRETT

Member

yes

03/2018

Aug 31, 2012

Jul 25, 2024

GESCHER, TODD, ANTHONY

Member

yes

03/2018

Aug 31, 2012

Jul 25, 2024

HERBER, JASON, DAVID

Member

yes

03/2018

Aug 31, 2012

Jul 25, 2024

LONG, MICHAEL, WARREN

Member

yes

08/2014

Mar 25, 2024

Jul 25, 2024

PATERSON, THOMAS, CHARLES

Owner

yes

09/2023

Mar 25, 2024

Jul 25, 2024

MIKE LONG GROUP, LLC

NON-VOTING MEMBER

08/2014

Mar 25, 2024

Jul 25, 2024

STEVE BINNS GROUP, LLC

NON-VOTING MEMBER

12/2020

Mar 25, 2024

Jul 25, 2024

City

State

Country

Employees

Also broker-dealer

Mcminnville

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$1.4B

n/a

2024

Apr 16, 2025

$1.3B

n/a

2023

Mar 25, 2024

$1.2B

n/a

2022

Mar 29, 2023

$948M

n/a

2021

Mar 31, 2022

$1.1B

n/a

2020

Mar 31, 2021

$902M

n/a

2019

Mar 27, 2020

$1.1B

n/a

2018

Mar 28, 2019

$936M

n/a

2017

Mar 28, 2018

$908M

n/a

2016

Mar 31, 2017

$695M

n/a

2015

Mar 30, 2016

$533M

n/a

2014

Feb 10, 2015

$526M

$525M

n/a

2013

Mar 11, 2014

$412M

n/a

2012

Mar 22, 2013

$258M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

9.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.4B

$1.3B

13.1%

$948M

14.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

INTEGRITY WEALTH LLC

Jul 10, 2024

Jan 17, 2025

SALEM, OR

Team lift out

RIA to new firm

23.1%

NBC CAPITAL ADVISORS

Apr 1, 2020

Feb 12, 2020

SALEM, OR

Team lift out

RIA to new firm

25.0%

DEFINED WEALTH MANAGEMENT, LLC

Apr 1, 2020

Nov 2, 2020

PORTLAND, OR

Team lift out

RIA to new firm

16.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

May 8, 2018

May 4, 2018

EUGENE, OR

Team lift out

Wirehouse to RIA

0.0%