SourcingSourcing

OREGON PACIFIC WEALTH MANAGEMENT, LLC

B61
CRD 283958·SEC 801-122222·MEDFORD, OR
AUM
$156.3M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$469K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OREGON PACIFIC WEALTH MANAGEMENT, LLC
CRD
283958
SEC file #
801-122222
EIN
812416387
DBA names
Oregon Pacific Wealth Management

Economics

AUM
$156.3M
AUM band
$100M-$500M
AUM trajectory
'22'26
$139.0M → $156.3M▲ +12%
Client mix
Individuals Other229
Individuals High Net Worth36
Charitable Organizations3
Corporations3
Pension Profit Sharing Plans1

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'22'26
4 advisors → 4 advisors▬ 0%
Primary office
MEDFORD OR
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
01/29/2026
ADV-W filed at
—
Website
oregonpacificwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OREGON PACIFIC BANKING CO.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
OREGON PACIFIC BANKING CO.
CORRADETTI, ANDREW, BENEDICT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
OREGONPACIFICWEALTH.COM
Rdap Domain Creation Date
2016-04-20T21:14:14Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002043757
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-01-24
Edgar Last Filing Date
2026-04-23
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-23
Accession0002085853-26-000466

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
3250 HILLCREST PARK DRIVESUITE 102MEDFORD, OR 97439-0076
Business
3250 HILLCREST PARK DRIVESUITE 102MEDFORD, OR 97439-0076
Edgar EIN
812416387
Edgar Recent Filings
13F-HR2026-04-23 · 0002085853-26-000466
13F-HR2026-01-16 · 0002085853-26-000047
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-20T21:14:14Z
Rdap Domain Last Changed
2025-03-16T02:42:45Z
Rdap Nameservers
Ns43.domaincontrol.comNs44.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
CORRADETTI, ANDREW, BENEDICT
IAR · Executive Officer · 2.5%
2897487
CREAK, AUDREY, ROSEMARIE
IAR · Executive Officer · 2.5%
3071911
Geoffrey Michael Boldt
IAR
7869269
KEVIN JAMES GROVES
IAR
5714436