Portland Private Wealth Management, Inc.
Portland Private Wealth Management, Inc. is an SEC-registered mass-market adviser in Portland, OR with $235.4M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Portland Private Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 171321, SEC 801-118362, data through 2026-06-04.
- AUM (assets under management / regulatory AUM)
- $235.4M (2026-06-04)
- Firm type
- Mass-Market Adviser
- Location
- Portland, OR
- Employees
- 5
- Clients
- 455
- CRD
- 171321
- Ownership
- MCMILLEN, JASON, SHAMUS; BECKER, JACOB, ISAAC
How much AUM does Portland Private Wealth Management, Inc. have?
Portland Private Wealth Management, Inc. reported $235.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-04).
Who owns Portland Private Wealth Management, Inc.?
Disclosed owners and executives of Portland Private Wealth Management, Inc. include MCMILLEN, JASON, SHAMUS, BECKER, JACOB, ISAAC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.