Horst & Graben Wealth Management LLC

Legal Name: HORST & GRABEN WEALTH MANAGEMENT, LLC

3 CENTERPOINT DRIVE, STE 410, LAKE OSWEGO, OR

503-342-8900

https://www.horstandgrabenwealth.com/

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Horst & Graben Wealth Management LLC

3 CENTERPOINT DRIVE, STE 410, LAKE OSWEGO, OR

503-342-8900

Other Info

Horst & Graben Wealth Management LLC is legally known as HORST & GRABEN WEALTH MANAGEMENT, LLC. It is an OR Limited Liability Company. This firm has 3 employees, of which 3 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jun 27, 2018.

Horst & Graben Wealth Management

Home About Financial Planning Resources Contact HomeAboutFinancial PlanningResourcesContact Scroll True wealth is the ability tolive well - by your definition. Horst & Graben Wealth Management is a financial advisory firm founded by Jamieson Grabenhorst and Casey Cleveland in Lake Oswego, Oregon.S…

Direct Owners

CASEY EDWARD CLEVELAND
FOUNDING PARTNER / CHIEF COMPLIANCE OFFICER owns less than 5%
JAMIESON LOGAN GRABENHORST
MANAGING PARTNER / FOUNDING PARTNER owns 75% or more
THE CASEY AND MOLLY CLEVELAND REVOCABLE LIVING TRUST, DATED 6/25/1998
OWNER owns more than 10% but less than 25%

Indirect Owners

CASEY EDWARD CLEVELAND
OWNER/TRUSTEE owns more than 50% but less than 75%
MARGARET CLEVELAND
OWNER/TRUSTEE owns more than 50% but less than 75%

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