Horst & Graben Wealth Management LLC
Legal Name: HORST & GRABEN WEALTH MANAGEMENT, LLC
Full Contact Details
Horst & Graben Wealth Management LLC
3 CENTERPOINT DRIVE, STE 410, LAKE OSWEGO, OR
503-342-8900
Other Info
Horst & Graben Wealth Management LLC, also known as HORST & GRABEN WEALTH MANAGEMENT, LLC, is an Oregon-based Limited Liability Company with three employees, all of whom work in advisory roles. It is currently approved by the U.S. Securities and Exchange Commission (SEC) and its registration date is listed as June 27, 2018. While the number of clients the firm serves is undisclosed, it is a reliable source for managing one's wealth.
Horst & Graben Wealth Management
Home About Financial Planning Newsletter Web Portal Contact HomeAboutFinancial PlanningNewsletterWeb PortalContact Scroll True wealth is the ability tolive well - by your definition. We are a team of advisors and planners managing investments for families, companies, and charitable institutions a…
Direct Owners
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CASEY EDWARD CLEVELAND
FOUNDING PARTNER / CHIEF COMPLIANCE OFFICER owns less than 5%
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JAMIESON LOGAN GRABENHORST
MANAGING PARTNER / FOUNDING PARTNER owns 75% or more
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THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 6/25/1998
OWNER owns more than 10% but less than 25%
Indirect Owners
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CASEY EDWARD CLEVELAND
OWNER/TRUSTEE owns more than 50% but less than 75%
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MARGARET CLEVELAND
OWNER/TRUSTEE owns more than 50% but less than 75%
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