Erlandson Wealth Management Management Team
Contact top employees from
Erlandson Wealth Management
Summary
Erlandson Wealth Management is a Portland, Oregon-area financial planning and investment management firm. We are located in Beaverton, Oregon, and our fiduciary advisors are Dave Erlandson, CFP and P...Show more
Industries
Investment Management
Headquarters Location
Employees Size
1-10 employees
Specialties
Investment Management, Retirement Income Planning, College Planning, Women's Issues, Financial Education, Sustainable Investing
Founded
2011
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Organization Website
Social Links
Phone Number
+1 5037469275
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1994 | Public Company | 250 - 500 | 1.1B | $331.6M | |
| 2016 | Privately Held | 25 - 100 | 6M | $0 | |
| 1984 | Privately Held | 25 - 100 | 5.2M | $0 | |
| 2006 | Partnership | 25 - 100 | 13.6M | $0 | |
| 2006 | - | 100-200 | - | $- | |
| 1991 | - | 10-50 | - | $- |
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Erlandson Wealth Management shows a diverse range of experience levels:
50% for 3–4 years50% have over 11 years of service at Erlandson Wealth ManagementContact top employees from
Erlandson Wealth Management
David Erlandson
Principal
Patrick Steers
Financial Planning & Portfolio Analyst
Similar Companies
FAQ
Erlandson Wealth Management operates in the Investment Management industries. More details can be found on the official website: erlandsonwealth.com.
The headquarters of Erlandson Wealth Management are located in Beaverton, United States.
You can contact Erlandson Wealth Management by phone at +1 5037469275.
Erlandson Wealth Management currently employs 1-10 people.
Well-known competitors of Erlandson Wealth Management include Artisan Partners, Canter Wealth, Eclectic Associates and Legacy Wealth Planning.
