Portage Wealth Inc
● SEC registered since 2026CRD 340012SEC# 801-135315Oakville
Reg. AUM
$202M
Employees
13
Accounts
185
Location
Oakville
Portage Wealth Inc assets under management
Portage Wealth Inc is an SEC-registered investment adviser based in Oakville. The firm has been registered since 2026. It reports $202 million in regulatory assets under management and employs 13 people.
Portage Wealth Inc owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Coleman Wealth Inc. Control | Owner | Over 75% | 2026 |
| Darren Lavern Coleman Control | Ceo | Under 5% | 2026 |
| Kristian Elio Borean Control | Cio | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Portage Wealth Inc manage?
Portage Wealth Inc reports $202 million in regulatory assets under management on its Form ADV.
How many employees does Portage Wealth Inc have?
Portage Wealth Inc reports 13 employees.
Where is Portage Wealth Inc located?
Portage Wealth Inc is based in Oakville and has been SEC-registered since 2026.
Does Portage Wealth Inc disclose fund performance?
Portage Wealth Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2265 Upper Middle Road East, Suite 102, Oakville L6H0G5 |
| Phone | (888)333-0996 |
| Office hours | 9-5 |
| SEC region | HQ |
| Discloses disciplinary history | Yes |
Regulatory AUM
$202MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$202Mregulatory AUM
Discretionary $202M