| Name | Title | Ownership | Since |
|---|---|---|---|
| Jacob Isaac Becker Control | President, Coo, And Co-Cio (past Corporate Secretary) | 25-50% | 2010 |
| Jason Shamus McMillen Control | Corporate Secretary, Co-Cio & Cco (past President) | 50-75% | 2007 |
Portland Private Wealth Management, Inc. reports $222 million in regulatory assets under management on its Form ADV.
Portland Private Wealth Management, Inc. reports 6 employees.
Portland Private Wealth Management, Inc. is based in Portland, OR and has been SEC-registered since 2020.
Portland Private Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1834 SW 58th Avenue, Suite 101, Portland, OR 97221 |
| Phone | 503-405-9472 |
| Fax | 503-477-5802 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $214.6M |
| Non-discretionary | $7.4M |
| Total (RAUM) | $222M |