|
⚲
|
| Portage Wealth Inc
✚
|
|
|---|---|
| CRD # | 340012 |
| SEC # | 801-135315 |
| CIK # | |
| AUM | $202.0 M (2026-05-01) |
| Employees | 13 (38% Investors, 23% Brokers) |
| Phone | 888-333-0996 |
| Address | 2265 Upper Middle Road East Oakville, Canada |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 185 | 202.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 185 | 202.0 |
| By Discretionary | ||
| Discretionary | 185 | 202.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 185 | 202.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 202.0 | |
| Total | 185 | 202.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Forness Financial LLC
✚
|
MA | 0.2 |
|
Campbell Financial Partners LLC
✚
|
FL | 0.2 |
|
Kowalski Financial Inc
✚
|
MN | 0.2 |
|
Blong Financial LLC
✚
|
TN | 0.2 |
|
Great River Financial LLC
✚
|
MN | 0.2 |
|
Maxele Advisors LLC
✚
|
MO | 0.2 |
|
Kraematon Investment Advisors Inc
✚
|
MA | 0.2 |
|
Waverley Wealth Management LLC
✚
|
CA | 0.2 |
|
Sterling Manor Financial LLC
✚
|
NY | 0.2 |
|
Blue Capital Inc
✚
|
NE | 0.2 |