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PORTAGE WEALTH INC

CRD 340012

SEC snapshot · August 2026 · Latest ADV filing: 2026-05-01

Business overview

PORTAGE WEALTH INC has reported regulatory assets under management: $202,000,000.00; reported employees: 13; and employees performing advisory functions: 5.

Reported services include portfolio management for individuals and/or small businesses. Reported compensation includes asset-based fees.

Reported client categories include high-net-worth individuals (185 clients). Client counts are approximate.

Reported discretionary regulatory AUM is $202,000,000.00; non-discretionary regulatory AUM is unknown (source placeholder).

Other reported business activities: other financial product salesperson. Reported related-person categories: broker-dealers or securities dealers.

Filing details and sources

Services

PORTAGE WEALTH INC reports providing portfolio management for individuals and/or small businesses. ADV Items 5.G · August 2026

Compensation

PORTAGE WEALTH INC reports compensation through asset-based fees. These categories do not specify a fee schedule or establish fee-only status. ADV Items 5.E · August 2026

Clients

PORTAGE WEALTH INC’s reported client categories include high-net-worth individuals (185 clients; regulatory AUM $202,000,000.00). Client counts are approximate and are not account counts. Client-asset percentages are unavailable because the source values could not be reconciled with the published total. ADV Items 5.D · August 2026

Investment authority

PORTAGE WEALTH INC reports $202,000,000.00 in discretionary regulatory AUM and unknown (source placeholder) in non-discretionary regulatory AUM. Discretionary management generally permits investment decisions without prior approval for each trade. Reported accounts: 185 discretionary and 0 non-discretionary. Accounts are not distinct clients. The components could not be fully reconciled with the published totals, so no percentage is calculated. ADV Items 5.F · August 2026

Business activities and affiliations

PORTAGE WEALTH INC also reports business activities as a other financial product salesperson. Its reported related-person categories include broker-dealers or securities dealers. These disclosures do not establish ownership percentages or complete corporate structure. ADV Items 6.A; 7.A · August 2026

SEC source: IA_SEC_-_FIRM_ROSTER_FOIA_DOWNLOAD_-_34640308.CSV · row 16605. Reported names: Items 1.A/1.B; services: 5.G; compensation: 5.E; client categories: 5.D; regulatory AUM and accounts: 5.F; other business activities: 6.A; related persons: 7.A.

Percentages, when available, are calculated as reported category or discretionary regulatory AUM ÷ reported total regulatory AUM × 100, rounded to one decimal. Unknown source placeholders and missing amounts are not presented as zero. Counts marked “fewer than five” are preserved. Client counts are approximate and may use different household-counting practices across firms. The table does not infer a total number of clients.

Reported client categories and regulatory AUM · August 2026
Client categoryReported clientsReported regulatory AUM
individuals other than high-net-worth individuals0unknown (source placeholder)
high-net-worth individuals185$202,000,000.00
banking or thrift institutions0unknown (source placeholder)
investment companies0unknown (source placeholder)
business development companies0unknown (source placeholder)
pooled investment vehicles0unknown (source placeholder)
pension and profit-sharing plans0unknown (source placeholder)
charitable organizations0unknown (source placeholder)
state or municipal government entities0unknown (source placeholder)
other investment advisers0unknown (source placeholder)
insurance companies0unknown (source placeholder)
sovereign wealth funds and foreign official institutions0unknown (source placeholder)
corporations or other businesses0unknown (source placeholder)
other client types0not reported

Discretionary accounts: 185; non-discretionary accounts: 0; total accounts: 185. This is an account count, not a client count.

Open the official firm record and Part 2 brochures for program-specific fees, minimums and investment approach. The current official record may be newer than this snapshot.

Source months identify the snapshot, not the valuation date or current registration status.

Growth and background

History through Sep 2026

Reported regulatory AUM change was Unavailable in 2025, the last full calendar year. The average annual change over the preceding five years (2020–2024) was Unavailable.

Snapshot changes, not investment returns or organic growth. YTD is not annualized.

Calculation and source values

Annual growth = (December AUM ÷ prior December AUM − 1) × 100. The benchmark is the arithmetic mean of the five years before 2025. The difference is in percentage points (pp). YTD compares the latest source month with the preceding December. Source months are not valuation dates.

Only exact months with comparable reported regulatory AUM qualify. A missing or flagged value, a definition change, or zero starting AUM makes that comparison unavailable.

Firm background and coverage

Firm beginnings

No founding date verified for PORTAGE WEALTH INC. Registration dates and the first archive appearance do not establish when a business was founded.

Reported leadership

In its May 1, 2026 filing, the firm reported the following recognized leadership and management titles in Schedule A:

  • COLEMAN, DARREN, LAVERN · Chief Executive Officer (Schedule A row 8033)
  • Henderson, Sandra, Lee · CCO (Schedule A row 8034)
  • Borean, Kristian, Elio · CIO (Schedule A row 8035)

This is a selected view of Schedule A individuals, not a complete staff or ownership list. Titles are standardized; ambiguous or incomplete records are excluded.

Changes between filings

4 retained filings through May 1, 2026; 3 comparable filing pairs.

No changes in the selected leadership fields were found across the comparable filing pairs.

Filing differences do not establish hiring or departure dates, or the significance of a change. A reported status-acquired date can refer to an earlier qualifying role. Invalid or future dates are not treated as usable dates. Coverage is limited to retained filings from January 2025 onward.

Business changes

SEC Item 4 succession disclosures · May 2023–Sep 2026. A succession can reflect an acquisition or reorganization; these records do not establish a complete merger, divestment or spin-out history.

No succession disclosure found for PORTAGE WEALTH INC in the reviewed monthly files. This does not establish that no business changes occurred.

MONTHLY SEC OBSERVATIONS

Firm history

Jun 2006 – Sep 2026

First observed in this archive: Mar 2026. Snapshot months are not filing or valuation dates. Repeated values may reflect the same filing.

History period

Regulatory AUM

Reported values · monthly snapshots
May 2026 – Sep 2026
May 2026: $202,000,000.00Jun 2026: $202,000,000.00Jul 2026: $202,000,000.00Aug 2026: $202,000,000.00Sep 2026: $202,000,000.00

Chart shows available values. The month slider includes the full archive.

PORTAGE WEALTH INC$202,000,000.00Regulatory AUM

SEC source · Sep 2026 ↗
Record 16731

Lines stop at missing months, unavailable values and definition changes. Only regulatory AUM is shown; earlier AUM uses a different reporting definition. Changes do not measure investment returns, flows or organic growth. Absence from a snapshot does not establish a closure.

Names observed in the archive 1
  1. PORTAGE WEALTH INC

These are observation dates, not the effective dates of name changes or evidence of a merger.

Historical values and source evidence 244 months

Values are reported in the linked SEC files. “Not in source” means the field is absent from that extract. Flagged values are retained for review and excluded from the chart.

Source monthName observedRegulatory AUMEmployeesAdvisory employeesSEC evidence
Sep 2026PORTAGE WEALTH INC$202,000,000.00135IA_SEC_-_FIRM_ROSTER_FOIA_DOWNLOAD_-_34655879.CSVrecord 16731
AUM: 5F(2)(c); employees: 5A; advisory: 5B(1)
Aug 2026PORTAGE WEALTH INC$202,000,000.00135IA_SEC_-_FIRM_ROSTER_FOIA_DOWNLOAD_-_34640308.CSVrecord 16605
AUM: 5F(2)(c); employees: 5A; advisory: 5B(1)
Jul 2026PORTAGE WEALTH INC$202,000,000.00135IA_SEC_-_FIRM_ROSTER_FOIA_DOWNLOAD_-_34622660.CSVrecord 16514
AUM: 5F(2)(c); employees: 5A; advisory: 5B(1)
Jun 2026PORTAGE WEALTH INC$202,000,000.00135IA_SEC_-_FIRM_ROSTER_FOIA_DOWNLOAD_-_34605791.CSVrecord 16453
AUM: 5F(2)(c); employees: 5A; advisory: 5B(1)
May 2026PORTAGE WEALTH INC$202,000,000.00135IA_SEC_-_FIRM_ROSTER_FOIA_DOWNLOAD_-_34589820.CSVrecord 16357
AUM: 5F(2)(c); employees: 5A; advisory: 5B(1)
Apr 2026PORTAGE WEALTH INCSource value flagged135IA_SEC_-_FIRM_ROSTER_FOIA_DOWNLOAD_-_34572290.CSVrecord 16196
AUM: 5F(2)(c); employees: 5A; advisory: 5B(1)
Mar 2026PORTAGE WEALTH INCSource value flagged135IA_SEC_-_FIRM_ROSTER_FOIA_DOWNLOAD_-_34553767.CSVrecord 16162
AUM: 5F(2)(c); employees: 5A; advisory: 5B(1)
Feb 2026No usable firm observation; this does not establish a closure
Jan 2026No usable firm observation; this does not establish a closure
Dec 2025No usable firm observation; this does not establish a closure
Nov 2025Source availability notice
Oct 2025Source availability notice
Sep 2025No usable firm observation; this does not establish a closure
Aug 2025No usable firm observation; this does not establish a closure
Jul 2025No usable firm observation; this does not establish a closure
Jun 2025No usable firm observation; this does not establish a closure
May 2025No usable firm observation; this does not establish a closure
Apr 2025No usable firm observation; this does not establish a closure
Mar 2025No usable firm observation; this does not establish a closure
Feb 2025No usable firm observation; this does not establish a closure
Jan 2025No usable firm observation; this does not establish a closure
Dec 2024No usable firm observation; this does not establish a closure
Nov 2024No usable firm observation; this does not establish a closure
Oct 2024No usable firm observation; this does not establish a closure
Sep 2024No usable firm observation; this does not establish a closure
Aug 2024No usable firm observation; this does not establish a closure
Jul 2024No usable firm observation; this does not establish a closure
Jun 2024No usable firm observation; this does not establish a closure
May 2024No usable firm observation; this does not establish a closure
Apr 2024No usable firm observation; this does not establish a closure
Mar 2024No usable firm observation; this does not establish a closure
Feb 2024No usable firm observation; this does not establish a closure
Jan 2024No usable firm observation; this does not establish a closure
Dec 2023No usable firm observation; this does not establish a closure
Nov 2023No usable firm observation; this does not establish a closure
Oct 2023No usable firm observation; this does not establish a closure
Sep 2023No usable firm observation; this does not establish a closure
Aug 2023No usable firm observation; this does not establish a closure
Jul 2023No usable firm observation; this does not establish a closure
Jun 2023No usable firm observation; this does not establish a closure
May 2023No usable firm observation; this does not establish a closure
Apr 2023No usable firm observation; this does not establish a closure
Mar 2023No usable firm observation; this does not establish a closure
Feb 2023No usable firm observation; this does not establish a closure
Jan 2023No usable firm observation; this does not establish a closure
Dec 2022No usable firm observation; this does not establish a closure
Nov 2022No usable firm observation; this does not establish a closure
Oct 2022No usable firm observation; this does not establish a closure
Sep 2022No usable firm observation; this does not establish a closure
Aug 2022No usable firm observation; this does not establish a closure
Jul 2022No usable firm observation; this does not establish a closure
Jun 2022No usable firm observation; this does not establish a closure
May 2022No usable firm observation; this does not establish a closure
Apr 2022No usable firm observation; this does not establish a closure
Mar 2022No usable firm observation; this does not establish a closure
Feb 2022No usable firm observation; this does not establish a closure
Jan 2022No usable firm observation; this does not establish a closure
Dec 2021No usable firm observation; this does not establish a closure
Nov 2021No usable firm observation; this does not establish a closure
Oct 2021No usable firm observation; this does not establish a closure
Sep 2021No usable firm observation; this does not establish a closure
Aug 2021No usable firm observation; this does not establish a closure
Jul 2021No usable firm observation; this does not establish a closure
Jun 2021No usable firm observation; this does not establish a closure
May 2021No usable firm observation; this does not establish a closure
Apr 2021No usable firm observation; this does not establish a closure
Mar 2021No usable firm observation; this does not establish a closure
Feb 2021No usable firm observation; this does not establish a closure
Jan 2021No usable firm observation; this does not establish a closure
Dec 2020No usable firm observation; this does not establish a closure
Nov 2020No usable firm observation; this does not establish a closure
Oct 2020No usable firm observation; this does not establish a closure
Sep 2020No usable firm observation; this does not establish a closure
Aug 2020No usable firm observation; this does not establish a closure
Jul 2020No usable firm observation; this does not establish a closure
Jun 2020No usable firm observation; this does not establish a closure
May 2020No usable firm observation; this does not establish a closure
Apr 2020No usable firm observation; this does not establish a closure
Mar 2020No usable firm observation; this does not establish a closure
Feb 2020No usable firm observation; this does not establish a closure
Jan 2020No usable firm observation; this does not establish a closure
Dec 2019No usable firm observation; this does not establish a closure
Nov 2019No usable firm observation; this does not establish a closure
Oct 2019No usable firm observation; this does not establish a closure
Sep 2019No usable firm observation; this does not establish a closure
Aug 2019No usable firm observation; this does not establish a closure
Jul 2019No usable firm observation; this does not establish a closure
Jun 2019No usable firm observation; this does not establish a closure
May 2019No usable firm observation; this does not establish a closure
Apr 2019No usable firm observation; this does not establish a closure
Mar 2019No usable firm observation; this does not establish a closure
Feb 2019No usable firm observation; this does not establish a closure
Jan 2019Source availability notice
Dec 2018No usable firm observation; this does not establish a closure
Nov 2018No usable firm observation; this does not establish a closure
Oct 2018No usable firm observation; this does not establish a closure
Sep 2018No usable firm observation; this does not establish a closure
Aug 2018No usable firm observation; this does not establish a closure
Jul 2018No usable firm observation; this does not establish a closure
Jun 2018No usable firm observation; this does not establish a closure
May 2018No usable firm observation; this does not establish a closure
Apr 2018No usable firm observation; this does not establish a closure
Mar 2018No usable firm observation; this does not establish a closure
Feb 2018No usable firm observation; this does not establish a closure
Jan 2018No usable firm observation; this does not establish a closure
Dec 2017No usable firm observation; this does not establish a closure
Nov 2017No usable firm observation; this does not establish a closure
Oct 2017No usable firm observation; this does not establish a closure
Sep 2017No usable firm observation; this does not establish a closure
Aug 2017No usable firm observation; this does not establish a closure
Jul 2017No usable firm observation; this does not establish a closure
Jun 2017No usable firm observation; this does not establish a closure
May 2017No usable firm observation; this does not establish a closure
Apr 2017No usable firm observation; this does not establish a closure
Mar 2017No usable firm observation; this does not establish a closure
Feb 2017No usable firm observation; this does not establish a closure
Jan 2017No usable firm observation; this does not establish a closure
Dec 2016No usable firm observation; this does not establish a closure
Nov 2016No usable firm observation; this does not establish a closure
Oct 2016No usable firm observation; this does not establish a closure
Sep 2016No usable firm observation; this does not establish a closure
Aug 2016No usable firm observation; this does not establish a closure
Jul 2016No usable firm observation; this does not establish a closure
Jun 2016No usable firm observation; this does not establish a closure
May 2016No usable firm observation; this does not establish a closure
Apr 2016No usable firm observation; this does not establish a closure
Mar 2016No usable firm observation; this does not establish a closure
Feb 2016No usable firm observation; this does not establish a closure
Jan 2016No usable firm observation; this does not establish a closure
Dec 2015No usable firm observation; this does not establish a closure
Nov 2015No usable firm observation; this does not establish a closure
Oct 2015No usable firm observation; this does not establish a closure
Sep 2015No usable firm observation; this does not establish a closure
Aug 2015No usable firm observation; this does not establish a closure
Jul 2015No usable firm observation; this does not establish a closure
Jun 2015No usable firm observation; this does not establish a closure
May 2015No usable firm observation; this does not establish a closure
Apr 2015No usable firm observation; this does not establish a closure
Mar 2015No usable firm observation; this does not establish a closure
Feb 2015No usable firm observation; this does not establish a closure
Jan 2015No usable firm observation; this does not establish a closure
Dec 2014No usable firm observation; this does not establish a closure
Nov 2014No usable firm observation; this does not establish a closure
Oct 2014No usable firm observation; this does not establish a closure
Sep 2014No usable firm observation; this does not establish a closure
Aug 2014No usable firm observation; this does not establish a closure
Jul 2014No usable firm observation; this does not establish a closure
Jun 2014No usable firm observation; this does not establish a closure
May 2014No usable firm observation; this does not establish a closure
Apr 2014No usable firm observation; this does not establish a closure
Mar 2014No usable firm observation; this does not establish a closure
Feb 2014No usable firm observation; this does not establish a closure
Jan 2014No usable firm observation; this does not establish a closure
Dec 2013No usable firm observation; this does not establish a closure
Nov 2013No usable firm observation; this does not establish a closure
Oct 2013No usable firm observation; this does not establish a closure
Sep 2013No usable firm observation; this does not establish a closure
Aug 2013No usable firm observation; this does not establish a closure
Jul 2013No usable firm observation; this does not establish a closure
Jun 2013No usable firm observation; this does not establish a closure
May 2013No usable firm observation; this does not establish a closure
Apr 2013No usable firm observation; this does not establish a closure
Mar 2013No usable firm observation; this does not establish a closure
Feb 2013No usable firm observation; this does not establish a closure
Jan 2013No usable firm observation; this does not establish a closure
Dec 2012No usable firm observation; this does not establish a closure
Nov 2012No usable firm observation; this does not establish a closure
Oct 2012No usable firm observation; this does not establish a closure
Sep 2012No usable firm observation; this does not establish a closure
Aug 2012No usable firm observation; this does not establish a closure
Jul 2012No usable firm observation; this does not establish a closure
Jun 2012No usable firm observation; this does not establish a closure
May 2012No usable firm observation; this does not establish a closure
Apr 2012No usable firm observation; this does not establish a closure
Mar 2012No usable firm observation; this does not establish a closure
Feb 2012No usable firm observation; this does not establish a closure
Jan 2012No usable firm observation; this does not establish a closure
Dec 2011No usable firm observation; this does not establish a closure
Nov 2011No usable firm observation; this does not establish a closure
Oct 2011No usable firm observation; this does not establish a closure
Sep 2011No usable firm observation; this does not establish a closure
Aug 2011No usable firm observation; this does not establish a closure
Jul 2011No usable firm observation; this does not establish a closure
Jun 2011No usable firm observation; this does not establish a closure
May 2011No usable firm observation; this does not establish a closure
Apr 2011No usable firm observation; this does not establish a closure
Mar 2011No usable firm observation; this does not establish a closure
Feb 2011No usable firm observation; this does not establish a closure
Jan 2011No usable firm observation; this does not establish a closure
Dec 2010No usable firm observation; this does not establish a closure
Nov 2010No usable firm observation; this does not establish a closure
Oct 2010No usable firm observation; this does not establish a closure
Sep 2010No usable firm observation; this does not establish a closure
Aug 2010No usable firm observation; this does not establish a closure
Jul 2010No usable firm observation; this does not establish a closure
Jun 2010No usable firm observation; this does not establish a closure
May 2010No usable firm observation; this does not establish a closure
Apr 2010No usable firm observation; this does not establish a closure
Mar 2010No usable firm observation; this does not establish a closure
Feb 2010No usable firm observation; this does not establish a closure
Jan 2010No usable firm observation; this does not establish a closure
Dec 2009No usable firm observation; this does not establish a closure
Nov 2009No usable firm observation; this does not establish a closure
Oct 2009No usable firm observation; this does not establish a closure
Sep 2009No usable firm observation; this does not establish a closure
Aug 2009No usable firm observation; this does not establish a closure
Jul 2009No usable firm observation; this does not establish a closure
Jun 2009No usable firm observation; this does not establish a closure
May 2009No usable firm observation; this does not establish a closure
Apr 2009No usable firm observation; this does not establish a closure
Mar 2009No usable firm observation; this does not establish a closure
Feb 2009No usable firm observation; this does not establish a closure
Jan 2009No usable firm observation; this does not establish a closure
Dec 2008No usable firm observation; this does not establish a closure
Nov 2008Month not listed in SEC archive
Oct 2008No usable firm observation; this does not establish a closure
Sep 2008No usable firm observation; this does not establish a closure
Aug 2008No usable firm observation; this does not establish a closure
Jul 2008No usable firm observation; this does not establish a closure
Jun 2008No usable firm observation; this does not establish a closure
May 2008Month not listed in SEC archive
Apr 2008No usable firm observation; this does not establish a closure
Mar 2008No usable firm observation; this does not establish a closure
Feb 2008No usable firm observation; this does not establish a closure
Jan 2008No usable firm observation; this does not establish a closure
Dec 2007Month not listed in SEC archive
Nov 2007No usable firm observation; this does not establish a closure
Oct 2007No usable firm observation; this does not establish a closure
Sep 2007No usable firm observation; this does not establish a closure
Aug 2007Month not listed in SEC archive
Jul 2007No usable firm observation; this does not establish a closure
Jun 2007Month not listed in SEC archive
May 2007No usable firm observation; this does not establish a closure
Apr 2007Month not listed in SEC archive
Mar 2007Month not listed in SEC archive
Feb 2007Month not listed in SEC archive
Jan 2007Month not listed in SEC archive
Dec 2006Month not listed in SEC archive
Nov 2006Month not listed in SEC archive
Oct 2006Month not listed in SEC archive
Sep 2006Month not listed in SEC archive
Aug 2006Month not listed in SEC archive
Jul 2006Month not listed in SEC archive
Jun 2006No usable firm observation; this does not establish a closure

Jurisdiction map

Reported notice filings

August 2026

Notice-filing jurisdictions were not reported in this snapshot.

Alabama: Notice-filing data unavailableAlaska: Notice-filing data unavailableArizona: Notice-filing data unavailableArkansas: Notice-filing data unavailableCalifornia: Notice-filing data unavailableColorado: Notice-filing data unavailableConnecticut: Notice-filing data unavailableDelaware: Notice-filing data unavailableDistrict of Columbia: Notice-filing data unavailableFlorida: Notice-filing data unavailableGeorgia: Notice-filing data unavailableHawaii: Notice-filing data unavailableIdaho: Notice-filing data unavailableIllinois: Notice-filing data unavailableIndiana: Notice-filing data unavailableIowa: Notice-filing data unavailableKansas: Notice-filing data unavailableKentucky: Notice-filing data unavailableLouisiana: Notice-filing data unavailableMaine: Notice-filing data unavailableMaryland: Notice-filing data unavailableMassachusetts: Notice-filing data unavailableMichigan: Notice-filing data unavailableMinnesota: Notice-filing data unavailableMississippi: Notice-filing data unavailableMissouri: Notice-filing data unavailableMontana: Notice-filing data unavailableNebraska: Notice-filing data unavailableNevada: Notice-filing data unavailableNew Hampshire: Notice-filing data unavailableNew Jersey: Notice-filing data unavailableNew Mexico: Notice-filing data unavailableNew York: Notice-filing data unavailableNorth Carolina: Notice-filing data unavailableNorth Dakota: Notice-filing data unavailableOhio: Notice-filing data unavailableOklahoma: Notice-filing data unavailableOregon: Notice-filing data unavailablePennsylvania: Notice-filing data unavailableRhode Island: Notice-filing data unavailableSouth Carolina: Notice-filing data unavailableSouth Dakota: Notice-filing data unavailableTennessee: Notice-filing data unavailableTexas: Notice-filing data unavailableUtah: Notice-filing data unavailableVermont: Notice-filing data unavailableVirginia: Notice-filing data unavailableWashington: Notice-filing data unavailableWest Virginia: Notice-filing data unavailableWisconsin: Notice-filing data unavailableWyoming: Notice-filing data unavailable

Hover or tap a state for its details. Use Tab to enter the map, arrow keys to move through states alphabetically, and Home or End to jump to the first or last state. A full text list is below.

Notice-filing data unavailableReported office

California

Notice-filing data unavailable

Reported effective dateNot reported

0 of 1 listed offices mapped. Larger dots identify the principal office; offices at the same location may overlap. Locations are approximate Census address matches.

Office filing: . The firm reported 0 additional offices as of its last fiscal year end. The SEC schedule may list only the largest 25 additional offices. Listed records and reported totals can differ. Unmatched addresses and locations outside this U.S. map have no dot. Private-residence addresses are withheld.

Listed offices and source evidence (1)

Principal-office table: IA_ADV_Base_A_20260501_20260531.csv. Additional-office table: IA_Schedule_D_1F_20260501_20260531.csv. Form ADV filing 2099956.

  1. Principal office

    2265 UPPER MIDDLE ROAD EAST, SUITE 102, OAKVILLE, Canada, L6H0G5

    Outside this map
    SEC filing · Item 1.F · row 1152

Notice filings are reports to jurisdictions, not office locations or proof of current registration. This map uses the profile’s source month; the history slider does not change it.

SEC source · August 2026Field: Jurisdiction Notice Filed-Effective Date · Row 16,605

Map boundaries: U.S. Census via us-atlas (ISC license).

Client categories

Reported counts · categories may overlap
Individual clients (other than high net worth)
0Reported in SEC monthly data
High net worth individual clients
185Reported in SEC monthly data
Banking or thrift institution clients
0Reported in SEC monthly data
Investment company clients
0Reported in SEC monthly data
Business development company clients
0Reported in SEC monthly data
Other pooled investment vehicle clients
0Reported in SEC monthly data
Pension and profit-sharing plan clients
0Reported in SEC monthly data
Charitable organization clients
0Reported in SEC monthly data
State or municipal government clients
0Reported in SEC monthly data
Other investment adviser clients
0Reported in SEC monthly data
Insurance company clients
0Reported in SEC monthly data
Sovereign wealth fund or foreign official clients
0Reported in SEC monthly data
Corporation or other business clients
0Reported in SEC monthly data
Other clients
0Reported in SEC monthly data

Firm identity

Reported identifiers
CRD number
340012Reported in SEC monthly data
Legal name
PORTAGE WEALTH INCReported in SEC monthly data

Regulatory assets under management do not measure investment performance. Client categories are reported counts, not a recommendation or service guarantee.

Sources and verification

SEC monthly adviser data →

View current official adviser record →

This directory uses monthly snapshots. The current official record may contain newer filings or registration information.

Firms in the same reported regulatory AUM band and source month, with the same principal-office state shown first where available. Alphabetical order breaks ties. These are browsing suggestions, not recommendations or a quality ranking.

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