Northline Wealth Management LLC
Legal Name: NORTHLINE WEALTH MANAGEMENT LLC
Full Contact Details
Northline Wealth Management LLC
15 SW COLORADO AVENUE, SUITE 4, BEND, OR
888-407-5463
888-407-5435
Other Info
Northline Wealth Management LLC is an Oregon-based Limited Liability Company with 6 employees, 3 of whom are in advisory roles. While the number of clients they serve is unknown, they have been approved by the SEC since April 2016.
Website
Website
Northline Wealth
Northline Wealth Management, LLC is an independent registered Investment Advisory Firm based in Bend, Oregon specializing in the management of assets for high net worth individuals and families.
Direct Owners
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JEFFREY EDWARD STUERMER
MANAGING MEMBER owns more than 50% but less than 75%
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JUSTIN WAYNE RAE
MANAGING MEMBER owns more than 25% but less than 50%
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KATHERINE ANN HOFFMEISTER
CHIEF COMPLIANCE OFFICER owns less than 5%