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| Happy Holidays!! thanks for using AUM13F!! |
| Portland Private Wealth Management Inc
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| CRD # | 171321 |
| SEC # | 801-118362 |
| CIK # | |
| AUM | $222.0 M (2025-02-12) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 503-405-9472 |
| Address | 1834 SW 58th Avenue Portland, OR 97221 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 400 | 109.0 |
| (b) Individuals (high net worth individuals) | 49 | 110.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 1.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 872 | 222.0 |
| By Discretionary | ||
| Discretionary | 859 | 214.6 |
| Non-Discretionary | 13 | 7.4 |
| Total | 872 | 222.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 221.9 | |
| Total | 872 | 222.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Entrewealth LLC
✚
|
TX | 0.2 |
|
Milestone Asset Management Group LLC
✚
|
CT | 0.2 |
|
Peterson Wealth Management LLC
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|
NV | 0.2 |
|
Sorrento Pacific Financial LLC
✚
|
CA | 0.2 |
|
Great Northern Asset Management LLC
✚
|
WA | 0.2 |
|
Andrew Hill Investment Advisors Inc
✚
|
FL | 0.2 |
|
Estate & Trust Advisors Inc
✚
|
IL | 0.2 |
|
Bassam Wealth Management LLC
✚
|
FL | 0.2 |
|
Redwood Family Wealth LLC
✚
|
TX | 0.2 |
|
The Aranda Group Advisors LLC
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|
PA | 0.2 |