PORTAGE WEALTH INC
SEC Form ADV profile.
Total regulatory AUM
$202,000,000
Discretionary
$202,000,000
Non-discretionary
$0
Firm details
- CRD number
- 340012
- SEC file number
- 801-135315
- Main office
- OAKVILLE, Canada
- Employees
- 13
- SEC status
- Approved
- Website
- http://www.portagewealth.com
- Fee structure
-
Percentage of AUM
As of November 2026.