Overview
Assets Under Management: $202 million
High-Net-Worth Clients: 185
Average Client Assets: $1.1 million
Frequently Asked Questions
PORTAGE WEALTH INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #340012), PORTAGE WEALTH INC is subject to fiduciary duty under federal law.
PORTAGE WEALTH INC serves 185 high-net-worth clients according to their SEC filing dated April 21, 2026. View client details ↓
According to their SEC Form ADV, PORTAGE WEALTH INC offers portfolio management for individuals. View all service details ↓
PORTAGE WEALTH INC manages $202 million in client assets according to their SEC filing dated April 21, 2026.
According to their SEC Form ADV, PORTAGE WEALTH INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 185
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $1.1 million
Total Client Accounts: 185
Discretionary Accounts: 185
Regulatory Filings
CRD Number: 340012
Filing ID: 2059078
Last Filing Date: 2026-04-21 13:13:19