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PORTAGE WEALTH INC

OAKVILLE, Canada · CRD 340012 · IAPD ↗ · portagewealth.com · (888)333-0996

$202.0MRegulatory AUM
5Advisory reps
13Employees
0Clients
0Planning clients
0Private funds
0States
5Disclosures
foreignSegment
ApprovedSEC status

Filing changes

65
March 2026 — PORTAGE WEALTH INC (OAKVILLE, Canada) is newly SEC-registered with $0 RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.