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PORTFOLIO WEALTH ADVISORS
PORTFOLIO, LLC
CRD 145687 · SEC 801-68615
6100 UPTOWN BLVD NE, SUITE 540, ALBUQUERQUE, NM, 87110, United States
Phone
505-884-3445
Fax
505-884-3505
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$395.5M
Discretionary AUM
$395.5M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)FINANCIAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 189 | $76.6M |
| High net worth individuals | 94 | $316.8M |
States served
AZ, CA, CO, NV, NM, NY, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD