SourcingSourcing

DEFINED WEALTH MANAGEMENT, LLC

B53
CRD 306779·SEC 801-117859·BEAVERTON, OR
AUM
$254.0M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$762K
@ 30% margin
Est. Deal Value
$6.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DEFINED WEALTH MANAGEMENT, LLC
CRD
306779
SEC file #
801-117859
EIN
844409209
DBA names
—

Economics

AUM
$254.0M
AUM band
$100M-$500M
AUM trajectory
'21'26
$125.8M → $254.0M▲ +102%
Client mix
Individuals Other93
Individuals High Net Worth44
Corporations13
Pension Profit Sharing Plans4

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
2 advisors → 3 advisors▲ +50%
Primary office
BEAVERTON OR
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
linkedin.com/company/de-fi-ned-wealth-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OPSAHL, JOSEPH, EDWARD
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
OPSAHL, JOSEPH, EDWARD
HATFIELD, CHRISTOPHER, A
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:defined.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001849518
Edgar Registered
Yes
Edgar Filing Count
24
Edgar First Filing Date
2021-03-09
Edgar Last Filing Date
2026-04-17
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2026-04-17
Accession0001849518-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
8625 SW CASCADE AVESUITE 410BEAVERTON, OR 97008
Business
8625 SW CASCADE AVESUITE 410BEAVERTON, OR 97008
Edgar EIN
844409209
Edgar Recent Filings
13F-HR2026-04-17 · 0001849518-26-000004
13F-HR2026-01-15 · 0001849518-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1257252
Trust Company Affiliate
No

People (4)

4
OPSAHL, JOSEPH, EDWARD
IAR · Direct Owner · 62.5%
1257252
HATFIELD, CHRISTOPHER, A
IAR · Direct Owner · 37.5%
5733146
MICHELLE LEA ELDRIDGE
Direct Owner · 7.5%
4143449
ALIX AMIRA DEMARTINO
IAR
6106527