SourcingSourcing

PORTLAND PRIVATE WEALTH MANAGEMENT, INC.

B52
CRD 171321·SEC 801-118362·PORTLAND, OR
AUM
$235.4M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$706K
@ 30% margin
Est. Deal Value
$5.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.
CRD
171321
SEC file #
801-118362
EIN
—
DBA names
—

Economics

AUM
$235.4M
AUM band
$100M-$500M
AUM trajectory
'21'26
$131.4M → $235.4M▲ +79%
Client mix
Individuals Other379
Individuals High Net Worth60
Pension Profit Sharing Plans11
Corporations5

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
7 advisors → 3 advisors▼ -57%
Primary office
PORTLAND OR
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesPerformance-based fees

Filings

Latest ADV filing
02/04/2026
ADV-W filed at
—
Website
portlandprivatewm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCMILLEN, JASON, SHAMUS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MCMILLEN, JASON, SHAMUS
BECKER, JACOB, ISAAC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PORTLANDPRIVATEWM.COM
Rdap Domain Creation Date
2008-11-20T23:06:57Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4737
Soi Zip Pct 200k Plus
0.2743
Soi Zip Returns 200k Plus
1,720
Soi Zip Total AGI
1,332,654

Compliance & brand

Firm Registration Status
active

All other collected signals (20)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-05-04T11:59:59Z
Rdap Domain Last Changed
2026-05-04T20:44:26Z
Rdap Nameservers
Ns25.domaincontrol.comNs26.domaincontrol.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI12,548
Returns1,180
Stub 2
AGI32,578
Returns880
Stub 3
AGI44,596
Returns720
Soi Zip Total Business Income
47,586
Soi Zip Total Cap Gains
107,429
Soi Zip Total Dividends
74,047
Soi Zip Total Returns
6,270
Top Owner CRD
2854726
Trust Company Affiliate
No

People (3)

3
MCMILLEN, JASON, SHAMUS
IAR · Direct Owner · 62.5%
2854726
BECKER, JACOB, ISAAC
IAR · Direct Owner · 37.5%
4230726
Kibwe Omari Cuffie
IAR
7087368