# PORTLAND PRIVATE WEALTH MANAGEMENT, INC.

PORTLAND PRIVATE WEALTH MANAGEMENT, INC. of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 171321
- Type: SEC-registered investment adviser
- SEC file number: 801-118362
- Location: 1221 NW EVERETT STREET, PORTLAND, OR, 97209
- Phone: 503-405-9472
- Latest filing: 2026-06-04
- Regulatory AUM: $235.4M
- Discretionary AUM: $227.2M
- Non-discretionary AUM: $8.2M
- Clients: 5
- Accounts: 916

## Business model

- Compensation: % of AUM, Hourly, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Jason Shamus Mcmillen | CORPORATE SECRETARY, CO-CIO & CCO (PAST PRESIDENT) | — |
| Jacob Isaac Becker | PRESIDENT, COO, AND CO-CIO (PAST CORPORATE SECRETARY) | — |
| MCMILLEN JASON SHAMUS | CORPORATE SECRETARY, CO-CIO & CCO (PAST PRESIDENT); PRESIDENT & CCO | — |
| BECKER JACOB ISAAC | MANAGING PARTNER & COO; PRESIDENT, COO, AND CO-CIO (PAST CORPORATE SECRETARY) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/171321/brochure
- Similar advisers: https://search.stillhousedata.com/firm/171321/similar
- Related entities: https://search.stillhousedata.com/firm/171321/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/171321

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.