Portland Private Wealth Management, Inc.

Overview

Portland Private Wealth Management, Inc. is an independent, privately owned registered investment adviser that entered SEC registration in 2020. The firm serves both individual and family clients as well as institutional clients, and offers a mix of financial planning and portfolio management services for individuals, small businesses, and institutions. Its advisory scope, as disclosed on the ADV, also includes pension consulting services. Compensation arrangements include asset-based fees, hourly billing and the ability to charge performance-based fees. The firm does not identify as an active ESG investor and is not designated as a multi-state or related adviser. It operates as a corporation under individual ownership rather than as a capital allocator or affiliated advisory network.

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Location & Offices