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| Keyboard |
| Portland Private Wealth Management Inc
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|---|---|
| CRD # | 171321 |
| SEC # | 801-118362 |
| CIK # | |
| AUM | 235.4 M (2026-06-04) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 503-405-9472 |
| Address | 1221 NW Everett Street Portland, OR 97209 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 379 | 107.4 |
| (b) Individuals (high net worth individuals) | 60 | 125.1 |
| (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 | 11 | 2.2 |
| (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 | 916 | 235.4 |
| By Discretionary | ||
| Discretionary | 906 | 227.2 |
| Non-Discretionary | 10 | 8.2 |
| Total | 916 | 235.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 235.4 | |
| Total | 916 | 235.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Heritage Financial Counselors LLC
✚
|
NJ | 235.9 M |
|
Spectrum Planning & Advisory Services Inc
✚
|
CA | 235.7 M |
|
Crown Oak Advisors LLC
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|
235.6 M | |
|
Birch Capital Management LLC
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|
235.5 M | |
|
Colorado Wealth Group LLC
✚
|
CO | 235.3 M |
|
Spectrum Financial Resources LLC
✚
|
MI | 235.3 M |
|
Promethium Advisors LLC
✚
|
MD | 235.3 M |
|
Lind Capital Partners LLC
✚
|
IL | 235.0 M |
|
Horizon Wealth Advisors LLC
✚
|
235.0 M | |
|
Kingsman Wealth Management Inc
✚
|
FL | 235.0 M |