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Portland Private Wealth Management, Inc.

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Client assets under management

$232,481,923

More info

Clients

439

14% high-net-worth

Advisors

3

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

146

Very High

Average account size

$529,572

About

Portland Private Wealth Management serves individuals (including high-net-worth clients), family offices, trusts, corporations, non-profit organizations, and retirement plans by providing ongoing wealth management, portfolio management, and integrated financial planning. The firm reports roughly $235 million in regulatory assets under management across about 439 client relationships and offers both discretionary and non-discretionary services with asset-based advisory arrangements commonly used.

The firm constructs portfolios from a client-specific Investment Policy Statement and proprietary model portfolios based on the Morningstar Target Risk Asset Allocation framework, emphasizing diversification, tax efficiency, fee minimization, and tactical over- or underweighting of asset classes; accounts are typically reviewed quarterly. Financial planning is integrated into wealth management at no additional charge, and the firm may scale clients into recommended portfolios over time or implement customized solutions where appropriate.

PPWM is notable among peers for maintaining a performance-based fee arrangement for at least one qualified client, a practice the brochure describes as rare for the firm and its peers, while otherwise generally using asset-based fees. The firm also offers Private Advisory Accounts for clients with special circumstances—permitting individualized securities, concentrated or legacy positions, and strategies such as options or hedging—and provides retirement plan consulting to multiple corporate plans, reflecting a broader mix of bespoke services than is typical for a three-advisor shop.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Equity compensation tax strategy Tax strategies for small businesses

Occupation focus

Founder/Business Owner Retired Executive

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Fee options

Fixed

Flat fees may be charged for financial planning or retirement plan consulting services as agreed

Percentage

$0 - $499,999: 1.00% $500,000 - $1,000,000: 0.85% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.35%

Project-based

$125 per hour for financial planning and consulting services

Performance-based

Performance-based fees offered to qualified clients meeting specific criteria, typically with assets over $1,100,000 or net worth over $2,200,000

Other

Account minimum: $500,000

Main office location

Portland Private Wealth Management, Inc.

1834 Sw 58 Th Avenue, Suite 101

Portland OR 97221, United States

Number of offices

3

Most active in

More info

Arizona · California · New Hampshire · Oregon · Texas · Washington

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 503-405-9472

Advisors at this firm

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user avatar

Jacob B

CFP®, Series 63, Series 66

Portland, OR

Portland Private Wealth Management, Inc.

Jacob Becker is a CFP® with 15 years of industry experience and has been with Portland Private Wealth Management, Inc. since 2010. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Becker is involved in real estate activities. Portland Private Wealth Management serves individuals, family offices, trusts, corporations, non-profits, and retirement plans by providing wealth management, portfolio management, and integrated financial planning. The firm emphasizes diversification, tax efficiency, and customized investment strategies, managing approximately $235 million in assets across over 400 client relationships.

General retirement planning Equity compensation tax strategy Tax strategies for small businesses Founder/Business Owner Retired Executive
user avatar

Kibwe C

Series 65

Portland, OR

Portland Private Wealth Management, Inc.

Kibwe Cuffie is a financial advisor at Portland Private Wealth Management, Inc. with six years of industry experience. He holds a Series 65 designation and has been with Portland Private Wealth Management since 2018. Outside of his advisory role, he has extensive involvement in youth soccer organizations, including leadership positions at United PDX Soccer Club, Tualatin Hills United Soccer Club, and Southside Soccer Club. Portland Private Wealth Management serves individuals, family offices, trusts, corporations, non-profits, and retirement plans by providing wealth management, portfolio management, and integrated financial planning. The firm emphasizes diversification, tax efficiency, and customized portfolio solutions, managing approximately $235 million in assets across over 400 client relationships.

General retirement planning Equity compensation tax strategy Tax strategies for small businesses Founder/Business Owner Retired Executive
user avatar

Jason M

Series 63, Series 65

Bend, OR

Portland Private Wealth Management, Inc.

Jason Mcmillen is a financial advisor at Portland Private Wealth Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Portland Private Wealth Management since 2007. Outside of his advisory work, he is involved in youth soccer organizations, serving as a coach for Tualatin Hills United Soccer Club and Jesuit High School, and manages the nonprofit Kells FC. Portland Private Wealth Management serves individuals, family offices, trusts, corporations, non-profits, and retirement plans, providing wealth management, portfolio management, and integrated financial planning. The firm uses client-specific investment policies and proprietary model portfolios focused on diversification, tax efficiency, and tactical asset allocation.

General retirement planning Equity compensation tax strategy Tax strategies for small businesses Founder/Business Owner Retired Executive
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