Portfolio Management, LLC
Portfolio Management, LLC is an SEC-registered wealth manager in Austin, TX with $151.9M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Portfolio Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107129, SEC 801-42052, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $151.9M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Austin, TX
- Employees
- 3
- Clients
- 111
- CRD
- 107129
- Ownership
- KRANZ, RICHARD, WINTHROP; LeDonne, Brinley, Emma Kranz
How much AUM does Portfolio Management, LLC have?
Portfolio Management, LLC reported $151.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Portfolio Management, LLC?
Disclosed owners and executives of Portfolio Management, LLC include KRANZ, RICHARD, WINTHROP, LeDonne, Brinley, Emma Kranz. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.