| Name | Title | Ownership | Since |
|---|---|---|---|
| Coleman Wealth Inc. Control | Owner | Over 75% | 2026 |
| Darren Lavern Coleman Control | Ceo | Under 5% | 2026 |
| Kristian Elio Borean Control | Cio | Under 5% | 2026 |
Portage Wealth Inc reports $202 million in regulatory assets under management on its Form ADV.
Portage Wealth Inc reports 13 employees.
Portage Wealth Inc is based in Oakville and has been SEC-registered since 2026.
Portage Wealth Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2265 Upper Middle Road East, Suite 102, Oakville L6H0G5 |
| Phone | (888)333-0996 |
| Office hours | 9-5 |
| SEC region | HQ |
| Discloses disciplinary history | Yes |
| Discretionary | $202M |
| Non-discretionary | $0 |
| Total (RAUM) | $202M |