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Tallus Wealth ManagementFinancial advisor in Lake Oswego, OR

Tallus Wealth Management is a financial advisor at 16865 Boones Ferry Rd #102, Lake Oswego, OR 97035, ranked #19 of 58 wealth managers in Lake Oswego and rated 5.0 from 5 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Lake Oswego, ORUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Tallus Wealth Management
Address16865 Boones Ferry Rd #102, Lake Oswego, OR 97035Get directions
Phone(503) 305-7858
Websitetalluswealthmanagement.com
Google rating5.0 from 5 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Lake Oswego and 11 towns within 25 miles: Tualatin, Tigard, Oak Grove, Milwaukie, Sherwood, West Linn, Oatfield, Beaverton, Gladstone, Oregon City and Wilsonville.

Based in Lake Oswego, ORView on map

Questions about Tallus Wealth Management

How is Tallus Wealth Management ranked in Lake Oswego?

Tallus Wealth Management is ranked #19 of 58 wealth managers in Lake Oswego by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Tallus Wealth Management serve?

Serves Lake Oswego and 11 towns within 25 miles: Tualatin, Tigard, Oak Grove, Milwaukie, Sherwood, West Linn, Oatfield, Beaverton, Gladstone, Oregon City and Wilsonville. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Tallus Wealth Management?

Tallus Wealth Management has a rating of 5.0 from 5 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Tallus Wealth Management?

Call Tallus Wealth Management on (503) 305-7858. The business is at 16865 Boones Ferry Rd #102, Lake Oswego, OR 97035. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Tallus Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Tallus Wealth Management (this business)—645.0 (5)——
Summit Wealth Group#17655.0 (7)NoNo0.8 mi
AIM Wealth Advisory Group - Ameriprise Financial Services, LLC#18655.0 (7)NoNo6.2 mi
Willamette Cascade Wealth Management#20645.0 (5)——1.0 mi

See all 58 ranked wealth managers in Lake Oswego