PORTLAND PRIVATE WEALTH MANAGEMENT, INC.

CRD 171321File 801-118362

APPROVED

Retail clients

Custody

Filing as of Jun 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$235.4M

Below cohort median (national)

Discretionary AUM

$227.2M

Non-discretionary $8.2M

Clients

455

916 accounts

Employees

Below cohort median in OR

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Apr 3, 2020
Principal office: 1221 NW EVERETT STREET, PORTLAND, OR, 97209
Phone: 503-405-9472
Website: HTTPS://WWW.PORTLANDPRIVATEWM.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $235.4M
Discretionary AUM: $227.2M
Non-discretionary AUM: $8.2M
Discretionary accounts: 906
Non-discretionary accounts: 10
Total accounts: 916
AUM per client: $517K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$705K
High net worth individuals	60	$125.1M
Pension and profit sharing plans	11	$2.2M
Individuals (other than high net worth individuals)	379	$107.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
Performance-based fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.