Data / Investment advisers / Portage Wealth Inc
Portage Wealth Inc, Oakville, Canada: $202 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Portage Wealth Inc is an SEC registered investment adviser with its main office in Oakville, Canada and reports $202 million in regulatory assets under management in its Form ADV filed May 1, 2026. Its clients include high net worth individuals. It is paid through a percentage of assets under management.
The request: Watch Portage Wealth Inc (CRD number 340012): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 340012
- SEC file number
- 801-135315
- SEC status
- Approved, effective February 17, 2026
- Main office
- 2265 Upper Middle Road East Suite 102, Oakville, Canada L6H0G5
- Phone
- (888) 333-0996
- Website
- portagewealth.com
- Regulatory AUM
- $202,000,000 in the Form ADV filed May 1, 2026
- Discretionary AUM
- $202,000,000
- Accounts
- 185
- Employees
- 13, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- May 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 185 | $202 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| May 1, 2026 | $202 million | April 21, 2026 |
| March 2, 2026 | Not listed | January 14, 2026 |
Also on SpecStream
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Portage Wealth Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.