Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
5
self-reported 2–10 band
Founded
2018
8 years
Legal entities
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Legal entity
1 brand → 1 confirmed entity
PORTUM PRIVATE WEALTH PTY LIMITED
ABN21118533645
Legal entities
Show as table · Portum Private Wealth®: 1 registry entity
| PORTUM PRIVATE WEALTH PTY LIMITED | ABN 21118533645 |
|---|---|
| Confirmed matches | 0 of 1 |
A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.
Description
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.
Specialties
All 6 specialties
- Strategic Financial Advice
- Investment Governance
- Wealth & Portfolio Management
- Risk Analysis
- Private Client Investment Services
- Superannuation
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU20 Martin Place; 9; Sydney, New South Wales 2000Primary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
4 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
Counts only. No names are stored here, and none are served.
FAQ
Which legal entity operates under Portum Private Wealth®?
One New South Wales entity on the ABR. PORTUM PRIVATE WEALTH PTY LIMITED (ABN 21 118 533 645), high confidence.
How many people work at Portum Private Wealth®?
The record holds 5 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does Portum Private Wealth® have offices?
One address on record, Australia only. Primary: 20 Martin Place, 9, Sydney, New South Wales 2000.
Has Portum Private Wealth® raised funding?
None linked to this brand.
What does Portum Private Wealth® list as its specialties?
Six tags on the brand's own list, among them risk analysis and superannuation.
Which companies are listed alongside Portum Private Wealth®?
Eight peer profiles on record: Wealth Architects and UNLESS Financial.