Portland Private Wealth Management, Inc.

Portland, OR

Washington

Registered In

12/06/2016

Incorp. Date

Foreign

Registration Type

Oregon

Foreign Jurisdiction

Company Summary

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

Overview

Registered In

Washington

Incorporation Date

12/06/2016

Company Type

Foreign Profit Corporation

Status

Withdrawn

Registration Type

Foreign

Foreign Jurisdiction

Oregon

Website

portlandprivatewm.com

Email

*****@portlandprivatewm.com

Phone

(503) 880-****

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People

Craig Riley Registered Agent	601 E 22ND ST, VANCOUVER, WA 98663
Jacob Becker Governor	3635 SW 48TH PL, PORTLAND, OR 97221
Jason Mcmillen Governor	2111 NW WALMER DR, PORTLAND, OR 97229

Map & Locations

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

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:

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