Lettin Wealth Management Group, Inc.
Firm details
- Headquarters
- Lake Oswego, Oregon
- CRD number
- 149116
- Website
- lettinwealth.com
- Fee structure
- Other
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Lettin Wealth Management Group, Inc. is organized as a corporation and is identified in the source data as an individual-owned advisory firm that provides financial planning and the selection of outside advisers for client portfolios. The firm is flagged as a capital allocator, which indicates it places client assets with third‑party managers or funds rather than exclusively managing all assets in‑house. The dataset lists state registrations in Colorado, Oregon and Washington. The firm does not identify itself as an active ESG investor and its public classification is unclassified. Fee arrangements are listed as "Other," suggesting nonstandard or customized billing structures.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Lake Oswego, OR
Clackamas
Location
Lake Oswego, OR
Headquartered in Lake Oswego, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Clackamas
- Address
- 17685 Sw 65th Ave
- Time zone
- PT (UTC-8)
- Office locations
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