Portland Private Wealth Management, Inc.

Portland, OR

Oregon

Registered In

02/03/2012

Incorp. Date

Company Summary

Portland Private Wealth Management, Inc. at 1834 SW 58th Ave STE 101, Portland, Or 97221 lists Jason Mcmillen and Jacob Becker of Portland, OR.

Overview

Registered In

Oregon

Incorporation Date

02/03/2012

Company Type

Domestic Business Corporation

Status

Active

Registration Type

Domestic

Find Social Profiles

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SEC | EDGAR Trellis.Law Recent News

People

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

Map & Locations

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

Alias/DBA

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

Financials

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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Sources

The following government agencies have contributed data:

• Oregon Secretary of State • U.S. Department of Labor