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PORTAGE WEALTH INC
CRD 340012File 801-135315
APPROVED
Retail clients
Disclosure events
Filing as of May 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$202.0M
Below cohort median (national)
Discretionary AUM
$202.0M
Clients
185
185 accounts
Employees
13
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Feb 17, 2026
- Principal office
- 2265 UPPER MIDDLE ROAD EAST, SUITE 102, OAKVILLE, L6H0G5
- Phone
- (888)333-0996
- Website
- http://www.portagewealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $202.0M
- Discretionary AUM
- $202.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 185
- Non-discretionary accounts
- 0
- Total accounts
- 185
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 185 | $202.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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- Q11D1
- Q11D2
- Q11D3
- Q11D4
- Q11D5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Clients | 0 | 185 | increased by185 |
| May 1, 2026 | AUM | $0 | $202,000,000 | increased by$202,000,000 |
| May 1, 2026 | Accounts | 0 | 185 | increased by185 |
| Mar 1, 2026 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PORTAGE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PORTAGE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.