Akt Wealth Advisors, LLC is a large advisory firm based in Lake Oswego. It manages $270 million of regulatory assets for 700 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Oregon, and Washington.
Akt Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Akt Wealth Advisors, LLC is $270 million. The firm's AUM has grown by 29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Akt Wealth Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Darin Earl Richards has served as the Chief Investment Officer since 1 Apr 2004. Ronald Alan Mitchell joined the executive team most recently as the Executive Committee.
The principal office where Akt Wealth Advisors, LLC performs its advisory services is located at 5665 Sw Meadows Rd, Lake Oswego, OR 97035, which is also the mailing address of the firm. An additional office of the firm is in Salem, OR. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 503-620-5329 or by fax 503-624-1349. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.wealthadvisors.com.