44 Wealth Management LLC
Firm details
- Headquarters
- Eugene, Oregon
- CRD number
- 309647
- Registered since
- July 15, 2020
- Website
- 44wealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Commissions
- Client types
- HNWI77%
- Corporations / Businesses9.25%
- Charitable Organizations6.22%
- Pension & Profit Sharing Plans3.59%
- Individuals3.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
44 Wealth Management LLC is an independent RIA organized as an LLC and SEC-registered in 2020. The firm operates as a capital allocator for both individual/family and institutional clients and combines asset-based advisory fees with commission-based business lines. Core advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension-consulting work, and the selection of third‑party managers. The firm also operates as an insurance broker. It reports a preference for equities and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Public Funds/Mutual Funds14%
- Private Funds10%
- US Government Bonds6%
- State & Local Bonds1%
Owners & executives
3 of 3Lilian Colpas
Chief Compliance OfficerCRD 6065373
Jennifer Lane
Co-Founder and COOCRD 1070351
Blaine Werner
Founder & CEOCRD 842147
Contacts
3 of 3John Mullen
Wealth Management Seasonal Client AssociateCRD 7885111
Margo Werner
Financial AdvisorCRD 6665263
Holly Matus
Registered Client AssociateCRD 6562076
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$16.8M in ETFs
55%
$9.3M
45%
$7.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $4.5M | 10,402 | 26.61% |
Location
Eugene, OR
Lane
Location
Eugene, OR
Headquartered in Eugene, OR, in the West of the United States.
- Region
- West
- County
- Lane
- Address
- 2350 Oakmont Way
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Integrity Wealth LLC
RIAEugene, OR
Martin Capital Partners, LLC
RIAEugene, OR
Roehl & Yi Investment Advisors, LLC
RIAEugene, OR
Sittner & Nelson, LLC
RIAEugene, OR
GO Wealth Management
RIAEugene, OR
J.P. Capital Management, Inc.
RIAEugene, OR