Mork Wealth Management Group

What changed

Leads Mork Wealth Management Group with Bob Mork; the team oversaw $250M at UBS before joining RBC Wealth Management’s Lake Oswego branch.

Reported / discovered

Oct 14, 2026

Effective

Not reported

New role

Team lead, Mork Wealth Management Group

Previous role

Not reported

Market

Lake Oswego, OR

Reported book

$250M

Reported team size

3 people

Named people

3

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

6 observations consolidated into one event.