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William A. Weber
PURE PORTFOLIOS
Lake Oswego, OR 97035
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CRD#: 6699413
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Professional summary
William Allen Weber JR., who also goes by Toby Weber, William Allen Weber, is a registered financial advisor currently at PURE PORTFOLIOS located in Lake Oswego, Oregon.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. William has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Toby Weber | William Allen Weber
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.
General Partner-W&W Investments. This is an investment group with assets less than $100k that invests in equities (public & private)and other investments. I am the General Partner and have been since inception in 2000. I devote less than 2 hours per month to this business. The address is 2783 Ridge Lane, West Linn, OR 97068. I review and select investments with input from others in the group. There are only 2 members of this investment group: William Weber, Jr., and William Weber, Sr.
General Partner-Weber Investment Group. This is an investment group with assets less than $100k that invests in equities, mutual funds, and ETF's. I am the General Partner and have been since inception in 1992. I devote less than 2 hours per month to this business. The address is 2783 Ridge Lane, West Linn, OR 97068. I review and select investments made with input from others in the group.
CRS (Client Relationship Summary) - RIA
Click below to view William Allen Weber JR.'s 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®
NoneExperience
Current
May 6, 2021 - Present
PURE PORTFOLIOS
Office #1: 1 Centerpointe Drive Suite 120, Lake Oswego, OR 97035RIA
CRD#: 311002
Lake Oswego, OR
Past
September 20, 2016 - May 6, 2021
NORTHWEST WEALTH ADVISORS, LLC
RIA
CRD#: 155579
WEST LINN, 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".
PP
PURE PORTFOLIOS
NORTHWEST WEALTH ADVISORS | PURE PORTFOLIOS, LLC | PURE PORTFOLIOS HOLDINGS LLC | PURE PORTFOLIOS | PURE PORTFOLIO HOLDINGS, LLC
CRD#: 311002 / SEC#: 801-119674
RIA
Registered Investment Advisory firm - (11/12/2020 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
Arizona(6/30/2021)
IAR
California(11/14/2022)
IAR
Oregon(5/6/2021)
IAR
Texas(5/6/2021)
IAR
Washington(5/6/2021)
Current Firm
PP
PURE PORTFOLIOS
NORTHWEST WEALTH ADVISORS | PURE PORTFOLIOS, LLC | PURE PORTFOLIOS HOLDINGS LLC | PURE PORTFOLIOS | PURE PORTFOLIO HOLDINGS, LLC
CRD#: 311002 / SEC#: 801-119674
RIA
Registered Investment Advisory firm - (11/12/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1 Centerpointe Drive Suite 120, Lake Oswego, OR 97035
Mailing Address
Phone number
(877) 261-0015
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 803 |
| AUM (Assets Under Management) | $ 360,472,868 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
