# Portage Wealth INC: new SEC registration, $202M AUM, Oakville, Canada

**Score:** 45/100

| 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 |

## Why this score
- $202M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/340012). Last refreshed: 2026-10-28T20:49:58.746Z.
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.