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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

DEFINED WEALTH MANAGEMENT, LLC

CRD 306779

BEAVERTON, 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:e8e26541-c6f8-2ea2-6481-bcb8ae991da6

Data as of Jun 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Nov 26, 2019 to Jun 29, 2026
17 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=0.85 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $254MItem 5.F on the latest filing (2026-06-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $253M
Private client RAUM: $216MderivedItem 5.D individuals plus high net worth individuals
Private client share: 85%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $84.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 557
Individual clients: 93
High net worth clients: 44
SEC number: 801-117859
CIK: 1849518
CRD: 306779
Filings on the tape: 17
First filed: Nov 26, 2019
Latest filed: Jun 29, 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
CHRISTOPHER A HATFIELD	Certified Financial Planner	Beaverton, OR	6	16	4	no
JOSEPH EDWARD OPSAHL	n/a	BEAVERTON, OR	5	42	4	no
ALIX AMIRA DEMARTINO	Certified Financial Planner	BEAVERTON, OR	4	13	1	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
ELDRIDGE, MICHELLE, LEA	CHIEF COMPLIANCE OFFICER	Na	yes	09/2023	Sep 11, 2023	Mar 13, 2024
HATFIELD, CHRISTOPHER, A	MANAGING PARTNER	B	yes	04/2020	Nov 26, 2019	Mar 13, 2024
OPSAHL, JOSEPH, EDWARD	MANAGING PARTNER	E	yes	04/2020	Nov 26, 2019	Mar 13, 2024

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	Private funds	Fund GAV
2025	Mar 13, 2026	$254M	$253M	4	3	n/a	n/a
2024	Mar 14, 2025	$220M	$220M	4	3	n/a	n/a
2023	Mar 13, 2024	$197M	$197M	4	3	n/a	n/a
2022	Mar 9, 2023	$163M	$163M	4	3	n/a	n/a
2021	Mar 21, 2022	$173M	$173M	4	3	n/a	n/a
2020	Mar 18, 2021	$148M	$148M	3	2	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	0	0	0.0%	0	0	0	0	0

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	$254M	$220M	15.3%	$163M	16.0%	4	4	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
TRUE PRIVATE WEALTH ADVISORS, LLC	2	Apr 1, 2020	Nov 2, 2020	PORTLAND, OR	Team lift out	RIA to new firm	16.7%

Relationships

Registered with (3)

← ALIX AMIRA DEMARTINOAdvisorregistration: current employment
Oct 1, 2021 to presentfactForm ADV
← JOSEPH EDWARD OPSAHLAdvisorregistration: current employment
Nov 2, 2020 to presentfactForm ADV
← CHRISTOPHER A HATFIELDAdvisorregistration: current employment
Feb 12, 2020 to presentfactForm ADV

Controls (3)

← OPSAHL, JOSEPH, EDWARDOwnerMANAGING PARTNER, ownership code E, individual
Nov 26, 2019 to Mar 13, 2024factForm ADV
← ELDRIDGE, MICHELLE, LEAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 11, 2023 to Mar 13, 2024factForm ADV
← HATFIELD, CHRISTOPHER, AOwnerMANAGING PARTNER, ownership code B, individual
Nov 26, 2019 to Mar 13, 2024factForm ADV

Moved with (1)

← TRUE PRIVATE WEALTH ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Apr 1, 2020 to Nov 2, 2020factForm ADV

Dated events

Occurred
Sep 11, 2023
Control person joined
Lea Michelle Eldridge (Chief Compliance Officer) appeared on Schedule A of Defined Wealth Management, Llc
Form ADVobserved 4 days ago
Occurred
Sep 11, 2023
Control person left
Leigh Stacy Sizemore (Chief Compliance Officer) no longer on Schedule A of Defined Wealth Management, Llc (listed 2023-03-29, absent 2023-09-11)
Form ADVobserved 4 days ago
Occurred
Nov 26, 2019
First Form ADV filing
Defined Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e8e26541-c6f8-2ea2-6481-bcb8ae991da6
First observed: Nov 26, 2019
Last observed: Jun 29, 2026 2 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.

DEFINED WEALTH MANAGEMENT, LLC

CRD 306779

BEAVERTON, 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:e8e26541-c6f8-2ea2-6481-bcb8ae991da6

Data as of Jun 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:49 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHRISTOPHER A HATFIELD

Certified Financial Planner

Beaverton, OR

JOSEPH EDWARD OPSAHL

n/a

BEAVERTON, OR

ALIX AMIRA DEMARTINO

Certified Financial Planner

BEAVERTON, OR

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ELDRIDGE, MICHELLE, LEA

CHIEF COMPLIANCE OFFICER

yes

09/2023

Sep 11, 2023

Mar 13, 2024

HATFIELD, CHRISTOPHER, A

MANAGING PARTNER

yes

04/2020

Nov 26, 2019

Mar 13, 2024

OPSAHL, JOSEPH, EDWARD

MANAGING PARTNER

yes

04/2020

Nov 26, 2019

Mar 13, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 13, 2026

$254M

$253M

n/a

2024

Mar 14, 2025

$220M

n/a

2023

Mar 13, 2024

$197M

n/a

2022

Mar 9, 2023

$163M

n/a

2021

Mar 21, 2022

$173M

n/a

2020

Mar 18, 2021

$148M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$254M

$220M

15.3%

$163M

16.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

TRUE PRIVATE WEALTH ADVISORS, LLC

Apr 1, 2020

Nov 2, 2020

PORTLAND, OR

Team lift out

RIA to new firm

16.7%