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Hines Warner Wealth Management, LLC (Portland)


Hines Warner Wealth Management, LLC is a large advisory firm based in Portland. It manages $174.08 million of regulatory assets for 414 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California, Oregon, Texas, and Washington.

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Hines Warner Wealth Management provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hines Warner Wealth Management: assets under management

The assets under management (AUM) of Hines Warner Wealth Management, LLC is $174.08 million. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $160.16 million in discretionary accounts and $13.92 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $405.47 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $732.39 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hines Warner Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed 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.

Based in Portland

The principal office where Hines Warner Wealth Management, LLC performs its advisory services is located at 1500 Sw First Avenue, Portland, OR 97201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-292-2775 or by fax 503-297-4444. The normal business hours are 8:00 am - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at hineswarner.com.


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