Portum Private Wealth®

Financial Services • Sydney, New South Wales, Australia • 1-10 Employees

Company overview

Headquarters	20 Martin Place, 9, Sydney, New South Wales 2000, AU
Phone number	+6195134016210
Website	portumwealth.com.au
NAICS	52
Keywords	Risk Analysis, Superannuation, Strategic Financial Advice, Investment Governance, Wealth & Portfolio Management, Private Client Investment Services
Founded	2018
Employees	1-10

Key Contact at Portum Private Wealth®

Portum Private Wealth

Director

Portum Private Wealth® Email Formats

Portum Private Wealth® uses 3 email formats. The most common is {first name} (e.g., john@portumwealth.com.au), used 50% of the time.

Format	Example	Percentage
{first name}	john@portumwealth.com.au	50%
{first initial}	j@portumwealth.com.au	33.3%
{first initial}{last name}	jdoe@portumwealth.com.au	16.7%

About Portum Private Wealth®

Portum Private Wealth® provides private investors, families, charities and not-for-profits with high-level investment advice and services. We deliver solutions based on decades of experience in the finance, investment banking and wealth management industries, always backed up and informed by the latest thinking and research. We aim to cut through the noise and salesmanship so prevalent in the wealth management industry, and so provide our clients with smart solutions and the peace of mind that comes from the simplicity of truth. Unlike so many of our competitors, we do not insist on treating our clients as “wholesale and sophisticated” investors to avoid the extra legal, educational and compliance obligations which private investors should expect. With Portum Private Wealth, you will get the full explanations, disclosures, reporting and legal protections you should - and for charities and not-for-profits, to help you discharge your duties to current and future stakeholders. We combine institutional rigor with private wealth expertise and protections - and we pride ourselves on fees that allow the delivery of true value-add to you. The word “Portum” means a port or harbour, which reflects our clients seeing us as a safe port where comfort can be taken from working with trusted advisers.

Portum Private Wealth® revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Portum Private Wealth® has never raised funding before.

Frequently asked questions

Portum Private Wealth® is located in Sydney, New South Wales, AU.

You can reach Portum Private Wealth® at +6195134016210.

Portum Private Wealth® was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Portum Private Wealth® has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Portum Private Wealth®

Portum Private Wealth

Director

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