Falists
← Back to search

PORTAGE WEALTH INC

CRD 340012 · SEC 801-135315

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

Visit website

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

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$202.0M

Discretionary AUM

$202.0M

Team

13 total employees; 5 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-05-01

Disciplinary history

No

Verify reputation

Falists does not score or rank advisers. Use these official sources to check BBB ratings, FINRA disclosures, and SEC registration before hiring anyone.

  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

    FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.

  • Better Business Bureau →

    Search BBB for business ratings, accreditation status, and consumer complaints in this firm’s market.

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
High net worth individuals185$202.0M

All web addresses on file

Official SEC filing: View on IAPD