Kibwe Omari Cuffie
Investment adviser representative at Portland Private Wealth Management, Inc.
24 yearsExperience
3 statesRegistered in
$235.4MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- United Pdx Soccer ClubFeb 2024 to now
- Portland Private Wealth Management, Inc.Feb 2018 to now
- Tualatin Hills United Soccer ClubMay 2017 to Feb 2024
- Southside Soccer ClubDec 2002 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 3 states (OR, TX, WA).
Portland Private Wealth Management, Inc.
$235.4MAssets managed
455Clients
3Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7087368
- Firm CRD
- 171321