Portage Wealth Inc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 340012
· SEC file 801-135315
· Oakville
· www.portagewealth.com
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ADV data as of May 01, 2026
- Regulatory AUM
- $202M
- Discretionary
- $202M
- Clients
- 185
- Avg AUM / client
- $1.1M
- Accounts
- 185
- Employees
- 13
AUM over time
$0
$202M
Jan 12, 2026
May 1, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of May 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 185 | $202M | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/01/2026 | 1000 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 01, 2026.
View current Form ADV (SEC/IAPD) ↗