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PORTLAND PRIVATE WEALTH MANAGEMENT, INC.
CRD 171321 · SEC 801-118362
1221 NW EVERETT STREET, PORTLAND, OR, 97209, United States
Phone
503-405-9472
Fax
503-477-5802
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$235.4M
Discretionary AUM
$227.2M
Team
5 total employees; 3 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Corporation
Filing date
2026-06-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 379 | $107.4M |
| High net worth individuals | 60 | $125.1M |
| Pension/profit sharing plans | 11 | $2.2M |
| Corporations/business entities | 5 | $705K |
States served
AZ, CA, OR, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD