SEC Form ADV

PORTLAND PRIVATE WEALTH MANAGEMENT, INC.

Registered Investment AdviserOR
$235.4M
Assets Under Management
3
Total Clients
5
Employees
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Registration Details

Accession
crd-171321
Location
PORTLAND, OR
Filing Date
June 4, 2026
AUM
$235.4M
Total Clients
3
Institutional Clients
11
Employees
5
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCorporations

About this Adviser

PORTLAND PRIVATE WEALTH MANAGEMENT, INC. is a registered investment adviser headquartered in PORTLAND, OR, managing approximately $235.4M in assets across 3 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.