Portage Wealth Inc is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated April 21, 2026, reports $202M in regulatory assets under management, 13 employees, and 185 accounts.
Assets Under Management
$202M
Employees
13
Offices
--
Total Clients
185
Primary office
OAKVILLE
2265 UPPER MIDDLE ROAD EAST, SUITE 102, OAKVILLE, Canada
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
185
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$202Mas of April 21, 2026
Discretionary100.0%
$202M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$202M
Total Accounts185
10Y AUM Change+$202M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee14:1
10Y Employee Change0 (0.0%)
* 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.