Alix A. Demartino

DEFINED WEALTH MANAGEMENT

Beaverton, OR 97008

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CRD#: 6106527

Professional summary

Alix Amira Demartino, CFP® is a registered financial advisor currently at DEFINED WEALTH MANAGEMENT, LLC located in Beaverton, Oregon.

Alix is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Alix has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. CANVASA PAINT & STAIN; 29 SOUTH MEADOW DRIVE CAZENOVIA, NY RESIDENTIAL PAINTING OWNER, 05/05/21, NIR, 20 HR/YR- 0/TRADING HR. 2. ENTITY NAME: RENTAL PROPERTY; INVESTMENT RELATED: NO; ADDRESS: PORTLAND, OR; NATURE OF THE OTHER BUSINESS: RENTAL PROPERTY; POSITION/TITLE/RELATIONSHIP: OWNER; START DATE: 1/1/2023; APPROXIMATE # OF HOURS A MONTH; APPROXIMATE # OF HOURS DURING SECURITIES HOURS; BRIEFLY DESCRIBE YOUR DUTIES: NONE. 3. ENTITY NAME: DEMARTINO CONSULTING, LLC; INVESTMENT RELATED: YES; ADDRESS: BEAVERTON, OR; NATURE OF THE OTHER BUSINESS: FINANCIAL SERVICES CONSULTING; POSITION/TITLE/RELATIONSHIP: MANAGER/MEMBER/OWNER; START DATE: 7/10/2024; APPROXIMATE # OF HOURS A MONTH: 5 HOURS; APPROXIMATE # OF HOURS DURING SECURITIES HOURS: 5 HOURS; BRIEFLY DESCRIBE YOUR DUTIES: PROVIDE CONSULTING SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alix Amira Demartino's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

October 1, 2021 - Present

DEFINED WEALTH MANAGEMENT, LLC

Office #1: 8625 Sw Cascade Ave. Suite 410, Beaverton, OR 97008

RIA

CRD#: 306779

Beaverton, OR

Past

January 4, 2019 - October 27, 2021

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Syracuse, NY

Past

October 21, 2016 - October 27, 2021

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Syracuse, NY

Past

January 1, 2013 - October 31, 2016

OSAIC FA, INC.

CRD#: 3978

SYRACUSE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DEFINED WEALTH MANAGEMENT, LLC

CRD#: 306779 / SEC#: 801-117859

RIA

Registered Investment Advisory firm - (1/3/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(10/1/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/29/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/21/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/23/2012

General Securities Representative Examination

Current Firm

DEFINED WEALTH MANAGEMENT, LLC

CRD#: 306779 / SEC#: 801-117859

RIA

Registered Investment Advisory firm - (1/3/2020 Approved)

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Contact information

Main Address

8625 Sw Cascade Ave. Suite 410, Beaverton, OR 97008

Mailing Address

Phone number

(503) 444-7895

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DEFINED WEALTH MANAGEMENT DISCLOSURE BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts	506
AUM (Assets Under Management)	$ 220,199,080

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Alix A. Demartino

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alix Amira Demartino's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

OSAIC FA, INC.

Primary Firm SEC Registration

DEFINED WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/29/2018

Series 63

Date: 1/21/2013

SIE

Date: 10/1/2018

Series 7

Date: 12/23/2012

Current Firm

DEFINED WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DEFINED WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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