May 25, 2018 1:54 PM ET

Capital Markets

Company Overview of Wealth Advisors LLC

Company Overview

Wealth Advisors LLC, an investment advisory company, provides financial services to individuals, businesses, and trusts in Oregon. It offers high net worth investment management, personal financial planning, comprehensive planning, estate planning, business transition planning and transactions, business valuation, tax strategies, bundled 401(k) services, and risk management services. The company is based in Lake Oswego, Oregon with an additional office in Salem, Oregon.

5665 South West Meadows Road

Suite 200

Lake Oswego, OR 97035-3131

United States

Founded in 2004

Phone:

503-620-5329

Fax:

503-624-1349

Key Executives for Wealth Advisors LLC

President, Partner, Director & Member of Advisory Board
Chief Investment Officer and Principal
Principal and Director of Business Transition Planning
Principal and Director
Principal and Director of Planning
Compensation as of Fiscal Year 2017.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
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