Wealth Manager
    SEC Registered
    Manages Private Funds

    Horst & Graben Wealth Management, LLC

    Registered investment advisor · Portland, Oregon · CRD #297368

    Assets Under Management
    $920M
    Client Accounts
    3,442
    Employees
    10
    CRD Number
    297368
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Horst & Graben Wealth Management, LLC

    Horst & Graben Wealth Management is an independent advisory firm in Lake Oswego, Oregon, offering fee-based investment services with a management fee up to 0.45% of assets under management. They prioritize fiduciary practices for client interests.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Horst & Graben Wealth Management, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Horst & Graben Wealth Management, LLC's AUM?

    Horst & Graben Wealth Management, LLC reports approximately $920M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Horst & Graben Wealth Management, LLC headquartered?

    Horst & Graben Wealth Management, LLC is headquartered in Portland, Oregon.

    What is Horst & Graben Wealth Management, LLC's CRD number?

    Horst & Graben Wealth Management, LLC's CRD number is 297368. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Horst & Graben Wealth Management, LLC manage?

    Horst & Graben Wealth Management, LLC manages approximately 3,442 client accounts according to its latest SEC filing.

    Is Horst & Graben Wealth Management, LLC SEC registered?

    Yes, Horst & Graben Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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