44 Wealth Management LLC

44 Wealth Management LLC (CRD# 309647) is a financial advisory firm headquartered in Eugene, OR. They manage $468,953,240 in 1,197 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
2350 Oakmont Way, Suite 104, Eugene, OR 97401
https://www.44weatlh.com
By the Numbers
  • Total Assets Under Management
    469
    MILLION
  • Total Number of Accounts
    1,197
    ACCOUNTS
  • Average Account Value
    $391,774
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, OR, TX, WA

Financial Advisors at 44 Wealth Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Holly Matus, financial advisor Eugene OR
Holly C. Matus
CRD#: 6562076
2350 Oakmont Way, Suite 104, Eugene, OR 97401

Holly Matus (CRD# 6562076) is an Investment Advisor Representative working at 44 Wealth Management LLC in Eugene, OR and has over 7 years of experience in the finance industry.

2
Blaine Werner, financial advisor Eugene OR
Blaine P. Werner
CRD#: 842147
2350 Oakmont Way, Suite 104, Eugene, OR 97401

Blaine Werner (CRD# 842147) is an Investment Advisor Representative working at 44 Wealth Management LLC in Eugene, OR and has over 43 years of experience in the finance industry.

3
John Mullen, financial advisor Eugene OR
John W. Mullen
CRD#: 7885111
2350 Oakmont Way, Suite 104, Eugene, OR 97401

John Mullen (CRD# 7885111) is an Investment Advisor Representative working at 44 Wealth Management LLC in Eugene, OR and has 1 year of experience in the finance industry.

4
Margo Werner, financial advisor Eugene OR
Margo Werner
CRD#: 6665263
2350 Oakmont Way, Suite 104, Eugene, OR 97401

Margo Werner (CRD# 6665263) is an Investment Advisor Representative working at 44 Wealth Management LLC in Eugene, OR and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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