SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Portland Private Wealth Management, Inc.
Portland, OR
CRD 171321
Firm filing updated June 4, 2026 ·
- $235.4MAssets
- 455Clients
- 3Advisory staff
- 916Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Performance-based feesYes
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Individuals379
- High net worth individuals60
- Pension and profit sharing plans11
- Corporations or other businesses5
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 379 | $107.4 million |
| High net worth individuals | 60 | $125.1 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $2.2 million |
| Corporations or other businesses not listed above | 5 | $705,022 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Pension consulting services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Assets and accounts
- Regulatory assets$235.4 million
- Accounts916
- Discretionary$227.2 million · 906 accounts
- Non-discretionary$8.2 million · 10 accounts
People
- Employees5
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1 to 10
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 171321, SEC file 801-118362.
- Registered with the SEC as an investment advisor (status date on record: April 3, 2020).
Is Portland Private Wealth Management, Inc. a fiduciary?
Short answer: Portland Private Wealth Management, Inc. is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.