Somerset Wealth Management, LLC

Overview

Somerset Wealth Management, LLC is a state registered investment adviser based in Portland, OR, registered since 2014. It reports $17.3M in assets under management across 105 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM

$17.3M

Discretionary

100%

Accounts

105

Average account

$165K

Employees

2

Advisory reps

2

Registered since

2014

Jurisdictions

3

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 1 of 1

• Thomas Burgess Hamlin Chief Executive Officer, Chief Compliance Officer CRD 2208505

Advisory reps 2 of 2

• Brian P Hamlin Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7643512
• Thomas Burgess Hamlin Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2208505

Location

Headquarters

4600 S Kelly Ave
Portland, OR 97239

County

Multnomah

Metro area

Portland-Vancouver-Hillsboro, OR-WA

Region

West

Registrations

• State registered
• Registered in 3 jurisdictions

Every state, with registration dates

Similar firms near Portland

• Government Portfolio Advisors LLCPortland, OR$35.1B AUM
• Stancorp Investment Advisers, Inc.Portland, OR$34.5B AUM
• Ferguson Wellman Capital Management, Inc.Portland, OR$10.7B AUM
• Campbell GlobalPortland, OR$7B AUM
• Becker Capital Management, Inc.Portland, OR$5.7B AUM