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PORTER WEALTH MANAGEMENT, LLC
CRD 294135
2318 1ST AVE, ATLANTA, GA, 30317, United States
Phone
540-270-7542
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$12.0M
Discretionary AUM
$12.0M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $275K |
| High net worth individuals | 13 | $11.4M |
| Pension/profit sharing plans | 1 | $327K |
| Charitable organizations | 2 | $2K |
All web addresses on file
- https://www.instagram.com/justinporter511/
- HTTPS://WWW.LINKEDIN.COM/IN/JUSTINPORTERCFP/
- HTTPS://WWW.FACEBOOK.COM/JUSTIN.PORTER.1426
- HTTPS://TWITTER.COM/JPORTER_JUSTIN?LANG=EN
- HTTP://WWW.PORTERWM.COM
- https://www.linkedin.com/company/porter-wealth-management-llc
- https://www.facebook.com/pg/PorterWealthMgmt/about/
- https://porterwealthmanagement.outgrow.us/financialplanquiz
Official SEC filing: View on IAPD