Margo Werner

44 WEALTH MANAGEMENT LLC

Eugene, OR 97401

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CRD#: 6665263

Professional summary

Margo Werner, CFP®, who also goes by Margo L Werner, is a registered financial advisor currently at 44 WEALTH MANAGEMENT LLC located in Eugene, Oregon.

Margo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Margo has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Margo L Werner

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.

Marist Catholic High School Foundation, Not investment Related, Eugene, OR, Educational Organization, Board Member, 09/2024, 0 hours during trading hours, 2 hours total, Board Member supporting the operations of the group.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Margo Werner'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: 2022

Experience

Current

August 21, 2020 - Present

44 WEALTH MANAGEMENT LLC

Office #1: 2350 Oakmont Way, Suite 104, Eugene, OR 97401

RIA

CRD#: 309647

Eugene, OR

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".

44 WEALTH MANAGEMENT LLC

44 WEALTH MANAGEMENT LLC | 44 WEALTH MANAGEMENT, LLC

CRD#: 309647 / SEC#: 801-119064

RIA

Registered Investment Advisory firm - (7/15/2020 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
(8/21/2020)

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 65

Date: 8/18/2020

Uniform Investment Adviser Law Examination

Current Firm

44 WEALTH MANAGEMENT LLC

44 WEALTH MANAGEMENT LLC | 44 WEALTH MANAGEMENT, LLC

CRD#: 309647 / SEC#: 801-119064

RIA

Registered Investment Advisory firm - (7/15/2020 Approved)

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Contact information

Main Address

2350 Oakmont Way, Suite 104, Eugene, OR 97401

Mailing Address

Phone number

(541) 359-0388

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

20250314 ADV 2A DISCLOSURE BROCHURE - 44 WEALTH MANAGEMENT (6/6/2025)

Regulatory assets under management

Total Number of Accounts	1,154
AUM (Assets Under Management)	$ 445,903,792

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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Margo Werner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Margo Werner's CRS (Customer Relationship Summary).

Certified licenses

Experience

44 WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

44 WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/18/2020

Current Firm

44 WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

44 WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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