Portland Private Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$232,481,923
Clients
439
Advisors
3
across 2 offices
About
Portland Private Wealth Management, Inc. provides ongoing wealth management, integrated financial planning, and retirement-plan consulting to individuals, high‑net‑worth clients, corporations, trusts, and non‑profits. The firm manages accounts on a discretionary or non‑discretionary basis, prepares Investment Policy Statements for clients, and integrates financial planning into its advisory services without separate asset‑based fees.
Investment decisions are implemented through proprietary model portfolios built on the Morningstar Target Risk Asset Allocation framework and typically include a mix of stocks, bonds, mutual funds, ETFs, inflation hedges, CDs, and cash; the firm emphasizes fee minimization, tax efficiency, transparency, diversification, and quarterly reviews. Clients may receive either model‑based portfolio management or more customized Private Advisory Accounts, with tactical rebalancing and the option for scaled implementation based on market views.
A notable difference from many peers is that PPWM may offer performance‑based fee arrangements to qualified clients, and currently maintains one such account while disclosing related conflicts and controls (periodic senior‑officer reviews and allocation policies) to mitigate side‑by‑side incentives. The firm’s Private Advisory Accounts, generally for clients with $1 million or more, permit greater customization — including legacy low‑basis positions, concentrated holdings, and the potential use of options, hedging, or shorting — which is less common among similarly sized supported firms.
Client services
Expertise
Occupation focus
Fee options
Flat fees may be charged for financial planning beyond normal advisory services or for retirement plan consulting services
$0 - $500,000: 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%
$125 per hour for stand-alone financial planning and consulting services; also hourly option for retirement plan consulting
Available only for qualified clients (generally $1,100,000+ AUM or $2,200,000 net worth). Only one client currently on performance-based fee arrangement.
Account minimum: $500,000 Fee-only: $125 per hour for stand-alone financial planning and consulting services; flat fees possible for ongoing planning services as agreed
Main office
See office1221 NW Everett Street
Portland OR 97209
Advisors at this office
2
Offices (2)
Most active in
Arizona · California · New Hampshire · Oregon · Texas · Washington
Also doing business as
Portland Private Wealth Management, Inc. · Portland Private Wealth Management, Inc. Dba Bend Private Wealth Management · Portland Private Wealth Management, Inc. Dba Eugene Private Wealth Management · Portland Private Wealth Management, Inc. Dba Ppwm · Vancouver Private Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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.
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.
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.
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