Isler Wealth Management, LLC

Isler Wealth Management, LLC (CRD# 285831) is a financial advisory firm headquartered in Eugene, OR. They manage $18,280,127 in 58 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

1976 Garden Avenue, Eugene, OR 97403

https://www.islerwealth.com

By the Numbers

Total Assets Under Management

18

MILLION
Total Number of Accounts

58

ACCOUNTS
Average Account Value

$315,175

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

OR, TX

Financial Advisors at Isler Wealth Management, LLC

Showing 1 - 2 of 2 top financial advisors.

Joseph A. Lewis

CRD#: 6728999

1976 Garden Avenue, Eugene, OR 97403

Joseph Lewis (CRD# 6728999) is an Investment Advisor Representative working at Isler Wealth Management, LLC in Eugene, OR and has over 7 years of experience in the finance industry.

Glenn A. Munro

CRD#: 6907482

1976 Garden Avenue, Eugene, OR 97403

Glenn Munro (CRD# 6907482) is an Investment Advisor Representative working at Isler Wealth Management, LLC in Eugene, OR and has over 6 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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