Portland Private Wealth Management, Inc.

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.

Registered In
Washington
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Oregon
Company Type
Foreign Profit Corporation
Status
Withdrawn
Website
Email
*****@portlandprivatewm.com
Phone
(503) 880-****
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SEC | EDGAR Trellis.Law Recent News
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
1834 SW 58TH AVE # 101, PORTLAND, OR 97221 View Map

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:

Washington Secretary of State U.S. Department of Labor
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