Geoffrey Boldt
Oregon Pacific Wealth Management · Medford, Oregon
Geoffrey Boldt is a fee-only financial advisor at Oregon Pacific Wealth Management in Medford, Oregon. Oregon Pacific Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Oregon Pacific Wealth Management |
|---|---|
| Based in | Medford, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $156.3M across 530 accounts |
| SEC registration | Investment adviser representative in OR · CRD 7869269 |
| Exams passed | Series 65 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | oregonpacificwealth.com |
| Profile |
How Geoffrey's firm compares
- Oregon Pacific Wealth Management's average account is about $295,000, from its Form ADV (assets managed divided by 530 accounts).
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Questions about Geoffrey
Is Geoffrey Boldt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Geoffrey holds no broker registration, and Oregon Pacific Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Geoffrey charge for financial advice?
Geoffrey's firm, Oregon Pacific Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Geoffrey Boldt based?
Geoffrey Boldt is based in Medford, Oregon.
Is Geoffrey Boldt registered with the SEC?
Yes. Geoffrey Boldt is registered as an investment adviser representative in OR (CRD 7869269), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oregon Pacific Wealth Management manage?
Oregon Pacific Wealth Management reports $156.3M across 530 accounts in assets under management.
How do I contact Geoffrey Boldt?
Through Geoffrey's website, oregonpacificwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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