Portage Wealth INC: new SEC registration, $202M AUM, Oakville, Canada
Portage Wealth INC (Oakville): new SEC registration, $202M AUM, Oakville, Canada. Its amount of 202 is above the median of 134 (68th percentile). Dated 260 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 202 · 68th percentile of 1,149 NewRiaPulse records · 1.5x the median
Free preview: all 11 published fields of this record are shown below. Locked: 499 related NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Portage Wealth INC |
| Legal name | Portage Wealth INC |
| CRD | 340012 |
| Status | Approved |
| Registered with the SEC | 2026-02-17 |
| Latest Form ADV filing | 2026-05-01 |
| Location | Oakville, Canada |
| Regulatory AUM | $202,000,000 |
| Accounts | 185 |
| Employees | 13 |
| Website | http://www.portagewealth.com |
| amount percentile | 68th of 1,149 (median 134, 1.5x median) |
| Peer records CSV (500 records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-02-17
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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45 / 100 Score
- $202M under management.
- Website on file.
What is the NewRiaPulse record for Portage Wealth INC in Oakville?
Portage Wealth INC received SEC registration as an investment adviser (2026-02-17) with $202,000,000 in regulatory assets under management, based in Oakville.
How does Portage Wealth INC compare to other NewRiaPulse records?
Its amount of 202 sits in the upper half (68th percentile) of 1,149 records; the median is 134. It is 260 days old; check the official source for later updates before acting.
Portage Wealth INC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Portage Wealth INC | Oakville | 202 | 68th | 2026-02-17 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
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NewRiaPulse: $100M-$500M NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.