# Portland Private Wealth Management, Inc.

> Portland Private Wealth Management, Inc. is an SEC-registered investment advisory firm in Portland, OR, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 4, 2026.

- CRD: 171321
- Filed as: PORTLAND PRIVATE WEALTH MANAGEMENT, INC.
- Also doing business as: PORTLAND PRIVATE WEALTH MANAGEMENT, INC. DBA BEND PRIVATE WEALTH MANAGEMENT, PORTLAND PRIVATE WEALTH MANAGEMENT, INC. DBA EUGENE PRIVATE WEALTH MANAGEMENT, PORTLAND PRIVATE WEALTH MANAGEMENT, INC. DBA PPWM
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: June 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171321
- AdvisorCensus page: https://advisorcensus.com/firm/portland-private-wealth-management-inc-portland-or-171321

## Quick answers

**How is Portland Private Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Portland Private Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees.

**How much does Portland Private Wealth Management, Inc. charge?**
Its Form ADV Part 2A brochure dated June 4, 2026 states: Hourly rate: $125 an hour (“stand-alone” financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Portland Private Wealth Management, Inc. located?**
Portland Private Wealth Management, Inc.'s principal office is in Portland, OR, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Portland Private Wealth Management, Inc. registered with the SEC or a state?**
Portland Private Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 171321.

**How much does Portland Private Wealth Management, Inc. manage?**
Portland Private Wealth Management, Inc. reports $235,435,154 in regulatory assets under management in its Form ADV filing dated June 4, 2026 (97% discretionary).

**How have Portland Private Wealth Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Portland Private Wealth Management, Inc.: Regulatory assets under management: $189,367,744 in the October 2021 data and $235,435,154 in the October 2026 data, up 24%. Total employees: 7 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Portland Private Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (379); high net worth individuals (60); pension and profit sharing plans (but not the plan participants or government pension plans) (11).

**Which custodians does Portland Private Wealth Management, Inc. use?**
Portland Private Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Portland Private Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171321

**Does Portland Private Wealth Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated June 4, 2026 says: "We typically require a minimum account size of $500,000 to engage our advisory services. Client accounts may be aggregated to achieve the minimum account size and we may waive this requirement in our sole discretion."

**What changed in Portland Private Wealth Management, Inc.'s recent Form ADV filings?**
In the March 2026 filing data: Changed its office addresses in Eugene, OR.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated June 4, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> We typically require a minimum account size of $500,000 to engage our advisory services. Client accounts may be aggregated to achieve the minimum account size and we may waive this requirement in our sole discretion.

- Hourly rate: $125 an hour (“stand-alone” financial planning services)

> Fees for these “stand-alone” financial planning services are based on a rate of $125 per hour. Special arrangements can be made for clients

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $235,435,154
- Discretionary: $227,248,408
- Non-discretionary: $8,186,746

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 379 | $107,400,620 |
| High net worth individuals | 60 | $125,081,303 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $2,248,209 |
| Corporations or other businesses not listed above | 5 | $705,022 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2020 (6 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, NH, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Bend, OR
- Eugene, OR

### Websites listed on Form ADV (Item 1.I)
- [portlandprivatewm.com](https://portlandprivatewm.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $189,367,744 | 7 | February 22, 2021 |
| October 2022 | $247,009,995 | 8 | March 18, 2022 |
| October 2023 | $227,696,582 | 7 | March 24, 2023 |
| October 2024 | $200,236,134 | 6 | March 14, 2024 |
| October 2025 | $222,028,660 | 6 | February 12, 2025 |
| October 2026 | $235,435,154 | 5 | June 4, 2026 |

Regulatory assets under management: $189,367,744 in the October 2021 data and $235,435,154 in the October 2026 data, up 24%.
Total employees: 7 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Changed its office addresses in Eugene, OR.

### January 2026
- No longer registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Portland Private Wealth Management, Inc. (CRD 171321): Form ADV filing data as of October 2026.