Oregon Pacific Wealth Management

Overview

Oregon Pacific Wealth Management is an SEC registered investment adviser based in Medford, OR, registered since 2016. It reports $156M in assets under management across 530 accounts, with 5 employees. It has 5 investment adviser representatives.

Reported AUM

$156M

Discretionary

99%

Accounts

530

Average account

$295K

Employees

5

Advisory reps

5

Registered since

2016

Jurisdictions

2

As reported in the firm's January 2026 filing.

Contact

1 phone number on file

Practice

Services

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

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Andrew Benedict Corradetti Chief Investment Officer CRD 2897487
• Audrey Rosemarie Creak Chief Compliance Officer CRD 3071911

Advisory reps 3 of 5

• Geoffrey Michael Boldt Investment Adviser Rep CRD 7869269
• Andrew Benedict Corradetti Investment Adviser Rep CRD 2897487
• Audrey Rosemarie Creak Investment Adviser Rep CRD 3071911

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3250 Hillcrest Park Dr Ste 102
Medford, OR 97504

County

Jackson

Metro area

Medford, OR

Region

West

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: oregonpacificwealth.com

Every state, with registration dates

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