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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 3, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCMILLEN, JASON, SHAMUS | I | PRESIDENT & CCO | D | Control |
| MCMILLEN, JASON, SHAMUS | I | PRESIDENT & CCO | D | Control |
| MCMILLEN, JASON, SHAMUS | I | PRESIDENT & CCO | D | Control |
| MCMILLEN, JASON, SHAMUS | I | PRESIDENT & CCO | D | Control |
| MCMILLEN, JASON, SHAMUS | I | PRESIDENT & CCO | D | Control |
| MCMILLEN, JASON, SHAMUS | I | CORPORATE SECRETARY, CO-CIO & CCO (PAST PRESIDENT) | D | Control |
| MCMILLEN, JASON, SHAMUS | I | CORPORATE SECRETARY, CO-CIO & CCO (PAST PRESIDENT) | D | Control |
| MCMILLEN, JASON, SHAMUS | I | CORPORATE SECRETARY, CO-CIO & CCO (PAST PRESIDENT) | D | Control |
| MCMILLEN, JASON, SHAMUS | I | CORPORATE SECRETARY, CO-CIO & CCO (PAST PRESIDENT) | D | Control |
| MCMILLEN, JASON, SHAMUS | I | CORPORATE SECRETARY, CO-CIO & CCO (PAST PRESIDENT) | D | Control |
| MCMILLEN, JASON, SHAMUS | I | CORPORATE SECRETARY, CO-CIO & CCO (PAST PRESIDENT) | D | Control |
| MCMILLEN, JASON, SHAMUS | I | CORPORATE SECRETARY, CO-CIO & CCO (PAST PRESIDENT) | D | Control |
| BECKER, JACOB, ISAAC | I | MANAGING PARTNER & COO | C | Control |
| BECKER, JACOB, ISAAC | I | MANAGING PARTNER & COO | C | Control |
| BECKER, JACOB, ISAAC | I | MANAGING PARTNER & COO | C | Control |
| BECKER, JACOB, ISAAC | I | MANAGING PARTNER & COO | C | Control |
| BECKER, JACOB, ISAAC | I | MANAGING PARTNER & COO | C | Control |
| BECKER, JACOB, ISAAC | I | PRESIDENT, COO, AND CO-CIO (PAST CORPORATE SECRETARY) | C | Control |
| BECKER, JACOB, ISAAC | I | PRESIDENT, COO, AND CO-CIO (PAST CORPORATE SECRETARY) | C | Control |
| BECKER, JACOB, ISAAC | I | PRESIDENT, COO, AND CO-CIO (PAST CORPORATE SECRETARY) | C | Control |
| BECKER, JACOB, ISAAC | I | PRESIDENT, COO, AND CO-CIO (PAST CORPORATE SECRETARY) | C | Control |
| BECKER, JACOB, ISAAC | I | PRESIDENT, COO, AND CO-CIO (PAST CORPORATE SECRETARY) | C | Control |
| BECKER, JACOB, ISAAC | I | PRESIDENT, COO, AND CO-CIO (PAST CORPORATE SECRETARY) | C | Control |
| BECKER, JACOB, ISAAC | I | PRESIDENT, COO, AND CO-CIO (PAST CORPORATE SECRETARY) | C | Control |
Registrations
Federal
IA
Dec 3, 2025 REGISTERED
Notice Filings (7)
AZ CA FL NH OR TX WA
Address
1834 SW 58TH AVENUESUITE 101
PORTLAND, OR 97221
United States
Phone: 503-405-9472