Oregon Pacific Wealth Management
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 283958
- SEC number
- 801-122222
- Firm type
- RIA
- Assets under management
- $156.3M as of Jan 29, 2026
- Website
- oregonpacificwealth.com ↗
- Phone
- 541-858-0166
- Address
- 3250 Hillcrest Park Drive, Medford, OR, 97504
Advisors at this firm
4 in our index · page 1 of 1
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Geoffrey Michael BoldtCRD 7869269 · Medford, ORIA Registered
-
Andrew Benedict CorradettiCRD 2897487 · Medford, ORIA Registered
-
Audrey Rosemarie CreakCRD 3071911 · Medford, ORIA RegisteredRegistration inactive
-
Kevin James GrovesCRD 5714436 · Florence, ORIA Registered
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 283958 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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