Overview
Assets Under Management: $222 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 49
Average Client Assets: $2 million
Frequently Asked Questions
PORTLAND PRIVATE WEALTH MANAGEMENT, 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 #171321), PORTLAND PRIVATE WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
PORTLAND PRIVATE WEALTH MANAGEMENT, INC. is headquartered in PORTLAND, OR.
PORTLAND PRIVATE WEALTH MANAGEMENT, INC. serves 49 high-net-worth clients according to their SEC filing dated December 03, 2025. View client details ↓
According to their SEC Form ADV, PORTLAND PRIVATE WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
PORTLAND PRIVATE WEALTH MANAGEMENT, INC. manages $222 million in client assets according to their SEC filing dated December 03, 2025.
According to their SEC Form ADV, PORTLAND PRIVATE WEALTH MANAGEMENT, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.79
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 872
Discretionary Accounts: 859
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 171321
Filing ID: 2031840
Last Filing Date: 2025-12-03 16:12:58
Website: 2