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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

OREGON PACIFIC WEALTH MANAGEMENT

OREGON PACIFIC WEALTH MANAGEMENT, LLC, CRD 283958

MEDFORD, 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:ec0fee06-ead0-008e-df7d-906151abc19f

Data as of Jan 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Aug 2, 2021 to Jan 29, 2026
33 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=0.96 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $156MItem 5.F on the latest filing (2026-01-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $155M
Private client RAUM: $150MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $39.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 530
Individual clients: 229
High net worth clients: 36
SEC number: 801-122222
CRD: 283958
Filings on the tape: 33
First filed: Aug 2, 2021
Latest filed: Jan 29, 2026
Organised: Limited Liability Company, OR
Website: oregonpacificwealth.com

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
ANDREW BENEDICT CORRADETTI	n/a	MEDFORD, OR	2	29	7	no
AUDREY ROSEMARIE CREAK	n/a	MEDFORD, OR	2	23	2	no
KEVIN JAMES GROVES	Certified Financial Planner	FLORENCE, OR \| MEDFORD, OR	2	16	1	no
Geoffrey Michael Boldt	n/a	MEDFORD, OR	2	12	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
CORRADETTI, ANDREW, BENEDICT	CHIEF INVESTMENT OFFICER	Na	yes	06/2016	Aug 2, 2021	Feb 28, 2024
CREAK, AUDREY, ROSEMARIE	CHIEF COMPLIANCE OFFICER	Na	yes	06/2016	Aug 2, 2021	Feb 28, 2024
OREGON PACIFIC BANKING CO.	Owner	E	yes	04/2016	Aug 2, 2021	Feb 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
OREGON PACIFIC BANKING CO.	n/a	n/a	n/a	Y	yes	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
Florence	Or	United States	2	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; showing 5 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 29, 2026	$156M	$155M	5	4	1	n/a	n/a
2024	Apr 15, 2025	$175M	$173M	5	4	1	n/a	n/a
2023	Feb 28, 2024	$155M	$154M	6	5	1	n/a	n/a
2022	Mar 23, 2023	$135M	$135M	6	4	1	n/a	n/a
2021	Feb 22, 2022	$139M	$139M	6	4	1	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	$156M	$175M	-10.6%	$135M	5.0%	5	5	1	1

Relationships

Registered with (4)

← Geoffrey Michael BoldtAdvisorregistration: current employment
Feb 9, 2024 to presentfactForm ADV
← ANDREW BENEDICT CORRADETTIAdvisorregistration: previous registration
Jun 16, 2016 to Dec 31, 2023factForm ADV
← AUDREY ROSEMARIE CREAKAdvisorregistration: previous registration
Jul 1, 2016 to Dec 31, 2023factForm ADV
← KEVIN JAMES GROVESAdvisorregistration: previous registration
Jun 20, 2016 to Dec 31, 2023factForm ADV

Controls (3)

← CORRADETTI, ANDREW, BENEDICTOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Aug 2, 2021 to Feb 28, 2024factForm ADV
← CREAK, AUDREY, ROSEMARIEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 2, 2021 to Feb 28, 2024factForm ADV
← OREGON PACIFIC BANKING CO.OwnerOWNER, ownership code E, domestic entity
Aug 2, 2021 to Feb 28, 2024factForm ADV

Dated events

Occurred
Aug 2, 2021
First Form ADV filing
Oregon Pacific Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ec0fee06-ead0-008e-df7d-906151abc19f
First observed: Aug 2, 2021
Last observed: Jan 29, 2026 7 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.

OREGON PACIFIC WEALTH MANAGEMENT

OREGON PACIFIC WEALTH MANAGEMENT, LLC, CRD 283958

MEDFORD, 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:ec0fee06-ead0-008e-df7d-906151abc19f

Data as of Jan 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:57 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANDREW BENEDICT CORRADETTI

n/a

MEDFORD, OR

AUDREY ROSEMARIE CREAK

n/a

MEDFORD, OR

KEVIN JAMES GROVES

Certified Financial Planner

FLORENCE, OR | MEDFORD, OR

Geoffrey Michael Boldt

n/a

MEDFORD, OR

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CORRADETTI, ANDREW, BENEDICT

CHIEF INVESTMENT OFFICER

yes

06/2016

Aug 2, 2021

Feb 28, 2024

CREAK, AUDREY, ROSEMARIE

CHIEF COMPLIANCE OFFICER

yes

06/2016

Aug 2, 2021

Feb 28, 2024

OREGON PACIFIC BANKING CO.

Owner

yes

04/2016

Aug 2, 2021

Feb 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

OREGON PACIFIC BANKING CO.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Florence

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 29, 2026

$156M

$155M

n/a

2024

Apr 15, 2025

$175M

$173M

n/a

2023

Feb 28, 2024

$155M

$154M

n/a

2022

Mar 23, 2023

$135M

n/a

2021

Feb 22, 2022

$139M

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

$156M

$175M

-10.6%

$135M

5.0%