# Portage Wealth

Portage Wealth is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://portagewealth.com

## Regulatory record

- **CRD number:** 340012
- **SEC file number:** 801-135315
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/340012

## About

Portage Wealth Inc is an SEC-registered investment adviser in Oakville, registered since 2026. The firm manages approximately $202 million in assets. It has 13 employees and 5 investment advisers.

## Questions

### Who runs investment decisions at Portage Wealth?

The principals and investment professionals managing Portage Wealth are not publicly named. No public record identifies a CEO, CIO, or managing partner. The firm's decision-making structure remains private.

### What investment stages does Portage Wealth typically target?

No public information specifies the investment stages targeted by Portage Wealth. Single-family offices commonly focus on long-term direct holdings, but no verifiable data confirms this.

### Which sectors does Portage Wealth explicitly avoid?

No public record identifies sectors Portage Wealth avoids. The firm does not publish a negative investment screen.

## Related profiles

- [Haire Wealth Management](https://altss.com/profile/haire-wealth-management-inc)
- [Helios Wealth Management](https://altss.com/profile/helios-wealth-management-ltd)

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Last updated: 2026-07-06T01:24:23.473Z

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