PORTLAND PRIVATE WEALTH MANAGEMENT, INC.
CRD #171321 SEC #801-118362 PORTLAND, OR 503-405-9472
SEC Registered
Total AUM
$222M
Discretionary
$214.6M
Employees
6
Clients
1
Accounts
872
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $222M | $214.6M | $7.4M | 6 | 7 |
| Feb 2025 | $222M | $214.6M | $7.4M | 6 | 7 |
| Jan 2025 | $200.2M | $194M | $6.2M | 6 | 6 |
| Mar 2024 | $200.2M | $194M | $6.2M | 6 | 6 |
| Mar 2024 | $200.2M | $194M | $6.2M | 6 | 6 |
| Oct 2023 | $227.7M | $220.4M | $7.3M | 7 | 0 |
| Mar 2023 | $227.7M | $220.4M | $7.3M | 7 | 0 |
| Mar 2022 | $247M | $238.7M | $8.3M | 8 | 0 |
| Feb 2021 | $189.4M | $179.8M | $9.5M | 7 | 0 |
| Jun 2020 | $131.4M | $126.6M | $4.8M | 9 | 0 |
| Apr 2020 | $131.4M | $126.6M | $4.8M | 9 | 0 |
| Mar 2020 | $131.4M | $126.6M | $4.8M | 9 | 0 |
DateDec 2025
Total AUM$222M
Discretionary$214.6M
Non-Disc.$7.4M
Employees6
Clients7
DateFeb 2025
Total AUM$222M
Discretionary$214.6M
Non-Disc.$7.4M
Employees6
Clients7
DateJan 2025
Total AUM$200.2M
Discretionary$194M
Non-Disc.$6.2M
Employees6
Clients6
DateMar 2024
Total AUM$200.2M
Discretionary$194M
Non-Disc.$6.2M
Employees6
Clients6
DateMar 2024
Total AUM$200.2M
Discretionary$194M
Non-Disc.$6.2M
Employees6
Clients6
DateOct 2023
Total AUM$227.7M
Discretionary$220.4M
Non-Disc.$7.3M
Employees7
Clients0
DateMar 2023
Total AUM$227.7M
Discretionary$220.4M
Non-Disc.$7.3M
Employees7
Clients0
DateMar 2022
Total AUM$247M
Discretionary$238.7M
Non-Disc.$8.3M
Employees8
Clients0
DateFeb 2021
Total AUM$189.4M
Discretionary$179.8M
Non-Disc.$9.5M
Employees7
Clients0
DateJun 2020
Total AUM$131.4M
Discretionary$126.6M
Non-Disc.$4.8M
Employees9
Clients0
DateApr 2020
Total AUM$131.4M
Discretionary$126.6M
Non-Disc.$4.8M
Employees9
Clients0
DateMar 2020
Total AUM$131.4M
Discretionary$126.6M
Non-Disc.$4.8M
Employees9
Clients0