Portland Private Wealth Management, Inc.

Registered In: Oregon
Incorporation Date: 02/03/2012
Registration Type: Domestic
Company Type: Domestic Business Corporation
Status: Active
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John T Carr Registered Agent	6650 SW REDWOOD LN STE 220, PORTLAND, OR 97224 (View Past Addresses)
Jason Mcmillen President	2111 NW WALMER DR, PORTLAND, OR 97229
Jacob Becker Secretary	3635 SW 48TH PL, PORTLAND, OR 97221

1834 SW 58TH AVE STE 101, PORTLAND, OR 97221 View Map

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Bend Private Wealth Management	Portland, OR
Eugene Private Wealth Management	Portland, OR Eugene, OR

Financial Information for Portland Private Wealth Management, Inc.

Form 5500

PORTLAND PRIVATE WEALTH MANAGEMENT, INC.

1834 SW 58th Ave Suite 101, Portland, Or 97221 (503) 880-9848 EIN:45-4487885 Plan Admin:Alyssa Pizzuti

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePORTLAND PRIVATE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$32,233 / $88,567	2023	PORTLAND PRIVATE WEALTH MANAGEMENT 401(K) PLAN - Plan #001	6 / 6	$32,233 / $88,567
2022	Plan NamePORTLAND PRIVATE WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$0 / $32,233	2022	PORTLAND PRIVATE WEALTH MANAGEMENT 401(K) PLAN - Plan #001	6 / 6	$0 / $32,233

Benefit & Retirement Plans based on Form 5500.

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The following government agencies have contributed data:

Oregon Secretary of State U.S. Department of Labor

Portland Private Wealth Management, Inc.

Company Summary

Financial Information for Portland Private Wealth Management, Inc.

PORTLAND PRIVATE WEALTH MANAGEMENT, INC.