PORTLAND PRIVATE WEALTH MANAGEMENT, INC.

RIASEC RegisteredEst. 2020

Total AUM

$235M

Discretionary

$227M

97% of AUM

Avg account

$257K

Accounts

916

Employees

Advisory reps

Firm details

Headquarters: PORTLAND, Oregon
CRD number: 171321
Registered since: April 3, 2020
Website: www.portlandprivatewm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: HNWI53.13%
Individuals45.62%
Pension & Profit Sharing Plans0.95%
Corporations / Businesses0.3%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Portland Private Wealth Management, Inc. is an independent SEC-registered investment advisory corporation that began registration in 2020 and is owned by an individual. The firm serves both individual/family and institutional clients and offers a mix of advisory services: comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Fee arrangements are flexible—Portland Private Wealth Management uses percentage-of-AUM billing alongside hourly charges and performance-based fees. The firm does not position itself as a capital allocator and is not identified as an active ESG investor. It is not registered as a multistate adviser in the provided data.