$202.0M Total AUM
$202.0M Disc. AUM
-- 3Y CAGR
13 Employees
185 ADV. Clients
0 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- UnisonHorizon element +more
- Established Date
- 01-01-2026
- Office Locations
- 1
Office Locations
2265 Upper Middle Road East Suite 102 Oakville --
About Portage Wealth INC
Portage Wealth INC is a Oakville-based RIA. The firm has been operating for 0 years. Managing $202.0M in total assets under management, with 5 advisory representatives. They custody assets with Pershing. Services offered include 529 Plans, Asset Management, Charitable Giving.
Team overview
-- AVG AGE
$40.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
0.5 yrs AVG TENURE
13 Employees
5 Advisory Reps
0 RIA Reps
0yrs Firm Age
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Asset Classes
Foundation Momentum North
Client Personas
Frontier
Custodian
Alpha vector Vertex Zenith crest Insight fusion Beacon Wave
Investment Themes
Alpha Radial fusion Legacy
Investment Vehicles
Value
Platform
Atlas
Services
Unison Alpha Fusion Signal Peak Frontier glacier Foundation Timber optima Oak Vital
Technology
Prime element Optima fusion Prime
Owner & Executives
K
Kristian Elio Borean
Chief Investment Officer
- CRD
- --
- Ownership
- Less than 5%
(652) 798-1059
horizon.delta@oakcapital.com
in linkedin.com/in/north-summit
D
DARREN LAVERN COLEMAN
Chief Executive Officer, Wealth Advisor
- CRD
- #6118779
- Ownership
- Less than 5%
(968) 475-7170
vital.horizon@horizoncapital.com
in linkedin.com/in/momentum-beacon
F
Fusion meridian
Wave alpha
- CRD
- #64654
- Ownership
- 25.7%
(903) 307-5113
optima.vital@embercapital.com
in linkedin.com/in/crest-peak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $202,000,000 | $1,091,892 |
| Non-Discretionary | $0 | -- |
| Total | $202,000,000 | $1,091,892 |
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Separately Managed Accounts
Total SMA Asset: $202,000,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $7,267,889,452 | 100.0% |
| Total | $7,267,889,452 | 100.0% |