Portland Private Wealth Management, Inc.
● SEC registered since 2020CRD 171321SEC# 801-118362Portland, OR
Reg. AUM
$235.4M
Employees
5
Accounts
916
Location
Portland, OR
Portland Private Wealth Management, Inc. assets under management
Portland Private Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Portland, OR. The firm has been registered since 2020. It reports $235.4 million in regulatory assets under management and employs 5 people.
Portland Private Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jacob Isaac Becker Control | President, Coo, And Co-Cio (past Corporate Secretary) | 25-50% | 2010 |
| Jason Shamus McMillen Control | Corporate Secretary, Co-Cio & Cco (past President) | 50-75% | 2007 |
Frequently asked questions
How much does Portland Private Wealth Management, Inc. manage?
Portland Private Wealth Management, Inc. reports $235.4 million in regulatory assets under management on its Form ADV.
How many employees does Portland Private Wealth Management, Inc. have?
Portland Private Wealth Management, Inc. reports 5 employees.
Where is Portland Private Wealth Management, Inc. located?
Portland Private Wealth Management, Inc. is based in Portland, OR and has been SEC-registered since 2020.
Does Portland Private Wealth Management, Inc. disclose fund performance?
Portland Private Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1221 NW Everett Street, Portland, OR 97209 |
| Phone | 503-405-9472 |
| Fax | 503-477-5802 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$235.4M▲ 18%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$235.4Mregulatory AUM
Discretionary $227.2MNon-discretionary $8.2M