Portage Wealth Inc
Portage Wealth Inc is an SEC-registered wealth manager in Oakville with $202.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Portage Wealth Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 340012, SEC 801-135315, data through 2026-05-01.
- AUM (assets under management / regulatory AUM)
- $202.0M (2026-05-01)
- Firm type
- Wealth Manager
- Location
- Oakville
- Employees
- 13
- Clients
- 185
- CRD
- 340012
- Ownership
- Borean, Kristian, Elio; Henderson, Sandra, Lee; COLEMAN WEALTH INC.; COLEMAN, DARREN, LAVERN
How much AUM does Portage Wealth Inc have?
Portage Wealth Inc reported $202.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-01).
Who owns Portage Wealth Inc?
Disclosed owners and executives of Portage Wealth Inc include Borean, Kristian, Elio, Henderson, Sandra, Lee, COLEMAN WEALTH INC., COLEMAN, DARREN, LAVERN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.