Data / Investment advisers / Oregon / Portland Private Wealth Management, Inc.
Portland Private Wealth Management, Inc., Portland, OR: $235 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Portland Private Wealth Management, Inc. is an SEC registered investment adviser with its main office in Portland, Oregon and reports $235 million in regulatory assets under management in its Form ADV filed June 4, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and performance based fees.
The request: Watch Portland Private Wealth Management, Inc. (CRD number 171321): 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
- 171321
- SEC file number
- 801-118362
- SEC status
- Approved, effective April 3, 2020
- Main office
- 1221 NW Everett Street, Portland, OR 97209
- Phone
- (503) 405-9472
- Website
- portlandprivatewm.com
- Regulatory AUM
- $235,435,154 in the Form ADV filed June 4, 2026
- Discretionary AUM
- $227,248,408
- Non discretionary AUM
- $8,186,746
- Accounts
- 916
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, performance based fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 4, 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 | 60 | $125.1 million |
| Individuals (other than high net worth individuals) | 379 | $107.4 million |
| Pension and profit sharing plans | 11 | $2.2 million |
| Corporations or other businesses | 5 | $705,022 |
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 |
|---|---|---|
| March 2, 2026 | $235.4 million | February 4, 2026 |
| December 1, 2025 | $222 million | February 12, 2025 |
Other advisers in Portland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Zuna, LLC | Portland | $411.3 million | Not listed | adviserinfo.sec.gov |
| Washington Park Capital Management, LLC | Portland | $359.5 million | Not listed | adviserinfo.sec.gov |
| Wealth Advisors NW | Portland | $354.3 million | Not listed | adviserinfo.sec.gov |
| Tru Independence Asset Management, LLC | Portland | $336.9 million | Not listed | adviserinfo.sec.gov |
| Rutherford Investment Management | Portland | $250 million | Not listed | adviserinfo.sec.gov |
| Continuity Wealth Management, Corp. | Portland | $214.3 million | Not listed | adviserinfo.sec.gov |
| Financial Investment Team ("Fit") | Portland | $209.1 million | Not listed | adviserinfo.sec.gov |
| Sortis Fund Manager, LLC | Portland | $202 million | 4 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Portland, OR
- Investment advisers in Oregon
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Portland Private Wealth Management, 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.