Portland Private Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Portland, OR. Its latest Form ADV filing, dated February 4, 2026, reports $235M in regulatory assets under management, 5 employees, 2 offices, and 916 accounts.
Assets Under Management
$235M
Employees
5
Offices
2 offices
Total Clients
455
Primary office
PORTLAND, OR
1834 SW 58TH AVENUE, SUITE 101, PORTLAND, OR, United States
Top client segmentIndividuals represent 83.3% of total clients.
Top client categories% of clientsClients
1
Individuals
83.3%
379
2
HNWI
13.2%
60
3
Pension Plans
2.4%
11
4
Corporations
1.1%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$235Mas of February 4, 2026
Discretionary96.5%
$227M
97% of total RAUM96.5%
Non-discretionary3.5%
$8M
3% of total RAUM3.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$235M
Total Accounts916
10Y AUM Change+$104M (+79.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee91:1
10Y Employee Change-4 (-44.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.