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PORTUS WEALTH ADVISORS, LLC
CRD 300558 · SEC 801-120811
511 EAST BLVD, CHARLOTTE, NC, 28203, United States
Phone
704-936-0084
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$204.1M
Discretionary AUM
$197.5M
Team
4 total employees; 3 advisory reps; 7 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $24.4M |
| High net worth individuals | 48 | $175.4M |
| Charitable organizations | 1 | $1.6M |
| Insurance companies | 1 | $2.7M |
States served
CO, NJ, NC, PA, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD