Portland Private Wealth Management, Inc.

Portland Private Wealth Management, Inc. (CRD# 171321) is a financial advisory firm headquartered in Portland, OR. They manage $81,507,000 in 511 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    511
    ACCOUNTS
  • Average Account Value
    $159,505
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR, WA

Financial Advisors at Portland Private Wealth Management, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Jacob I. Becker
CRD#: 4230726
1834 Sw 58th Avenue, Suite 101, Portland, OR 97221
96
Wealthminder
score

Jacob Becker (CRD# 4230726) is an Investment Advisor Representative working at Portland Private Wealth Management, Inc. in Portland, OR and has over 16 years of experience in the finance industry. Jacob Becker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Stephen S. Staudinger
CRD#: 2728187
1834 Sw 58th Avenue, Suite 101, Portland, OR 97221
96
Wealthminder
score

Stephen Staudinger (CRD# 2728187) is an Investment Advisor Representative working at Portland Private Wealth Management, Inc. in Portland, OR and has over 21 years of experience in the finance industry. Stephen Staudinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Gordon G. Martin
CRD#: 870526
1834 Sw 58th Avenue, Suite 101, Portland, OR 97221
93
Wealthminder
score

Gordon Martin (CRD# 870526) is an Investment Advisor Representative working at Portland Private Wealth Management, Inc. in Portland, OR and has over 36 years of experience in the finance industry.

4
Jason S. McMillen
CRD#: 2854726
1834 Sw 58th Avenue, Suite 101, Portland, OR 97221
93
Wealthminder
score

Jason McMillen (CRD# 2854726) is an Investment Advisor Representative working at Portland Private Wealth Management, Inc. in Portland, OR and has over 19 years of experience in the finance industry.

5
Todd P. Pizzuti
CRD#: 4255270
1834 Sw 58th Avenue, Suite 101, Portland, OR 97221
93
Wealthminder
score

Todd Pizzuti (CRD# 4255270) is an Investment Advisor Representative working at Portland Private Wealth Management, Inc. in Portland, OR and has over 16 years of experience in the finance industry.

6
Craig T. Riley
CRD#: 2066412
1834 Sw 58th Avenue, Suite 101, Portland, OR 97221
93
Wealthminder
score

Craig Riley (CRD# 2066412) is an Investment Advisor Representative working at Portland Private Wealth Management, Inc. in Portland, OR and has over 27 years of experience in the finance industry.

7
Miles P. Lewis
CRD#: 6470500
1834 Sw 58th Avenue, Suite 101, Portland, OR 97221
90
Wealthminder
score

Miles Lewis (CRD# 6470500) is an Investment Advisor Representative working at Portland Private Wealth Management, Inc. in Portland, OR and has 1 year of experience in the finance industry.

8
Jo L. McDow
CRD#: 1135238
1834 Sw 58th Avenue, Suite 101, Portland, OR 97221
68
Wealthminder
score

Jo McDow (CRD# 1135238) is an Investment Advisor Representative working at Portland Private Wealth Management, Inc. in Portland, OR and has over 27 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.