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Britton Wellington

Britton Wellington

REAL AGENCY WEALTH LLC
BEAVERTON, OR
Some features on this profile are disabled
CRD#: 7007568
Britton Wellington

Professional summary

Britton Wellington, CFP® is a registered financial advisor currently at REAL AGENCY WEALTH LLC located in Beaverton, Oregon.

Britton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Britton has worked at 2 firms and has passed the Series 65 exam.

Core Areas of Focus

College/Education Planning
Entrepreneurs
Investment Advice with Ongoing Management
Millennials

Question & Answer

What are your service offerings?
Britton takes pride in providi...
playing disc golf
and backpacking throughout the...
What is your minimum asset requirement?
1
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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Britton Wellington'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®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

July 18, 2025 - Present

REAL AGENCY WEALTH LLC

RIA
CRD#: 337219
BEAVERTON, OR
Past

September 24, 2018 - July 1, 2025

WEALTH ADVISORS NW

RIA
CRD#: 284468
PORTLAND, OR

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
(7/18/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/24/2018
Uniform Investment Adviser Law Examination

Current Firm

RA
REAL AGENCY WEALTH LLC
REAL AGENCY WEALTH LLC | TIMBERLINE WEALTH LLC

CRD#: 337219 / SEC#:

Oregon
Registered Investment Advisory firm - (7/18/2025 Approved)
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Contact information

Main Address
Beaverton, OR
Mailing Address
Phone number
(503) 606-8862
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

REAL AGENCY WEALTH LLC

CRD#: 337219Beaverton, OR

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Contact information

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