Portland Private Wealth Management, Inc.

Portland Private Wealth Management, Inc. (CRD# 171321) is a financial advisory firm headquartered in Portland, OR. They manage $200,236,134 in 870 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    200
    MILLION
  • Total Number of Accounts
    870
    ACCOUNTS
  • Average Account Value
    $230,156
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
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
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, OR, TX, WA

Financial Advisors at Portland Private Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jacob I. Becker
CRD#: 4230726
1834 Sw 58th Avenue, Suite 101, Portland, OR 97221

Jacob Becker (CRD# 4230726) is an Investment Advisor Representative working at Portland Private Wealth Management, Inc. in Portland, OR and has over 22 years of experience in the finance industry.

2
Jason S. McMillen
CRD#: 2854726
532 Sw 13th Street, Suite 100, Bend, OR 97702

Jason McMillen (CRD# 2854726) is an Investment Advisor Representative working at Portland Private Wealth Management, Inc. in Bend, OR and has over 25 years of experience in the finance industry.

3
Kibwe O. Cuffie
CRD#: 7087368
1834 Sw 58th Avenue, Suite 101, Portland, OR 97221

Kibwe Cuffie (CRD# 7087368) is an Investment Advisor Representative working at Portland Private Wealth Management, Inc. in Portland, OR and has over 4 years of experience in the finance industry.

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