Family Office Real Estate Daily · Family Office Directory
Oregon Family Offices
5
Firms
$19.0B
Total tracked AUM
$10.7B
Largest single firm
5 / 0
Multi / Single
Largest by reported AUM in Oregon: Ferguson Wellman Capital Management, Inc..
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| Firm | AUM | Contact | Site |
|---|---|---|---|
Ferguson Wellman Capital Management, Inc. Multi-Family Office · Portland | $10.7B | Phone | — |
Aldrich Wealth LPVerified Multi-Family Office · Lake Oswego | $7.6B | Email + phone | — |
Tru Independence Asset Management, LLC Multi-Family Office · Portland | $337M | Phone | — |
Tru Independence Asset Management 2, LLC Multi-Family Office · Portland | $265M | Email + phone | visit |
Capitol Family Office, Inc. Multi-Family Office · Beaverton | $136M | Email + phone | visit |
Source: SEC Form ADV / IAPD. AUM figures are as last reported and may be estimates; verify before acting. Contact details are revealed to verified members only and provided for professional outreach.