Portfolio Wealth Advisors
Portfolio Wealth Advisors is an SEC-registered wealth manager in Albuquerque, NM with $395.5M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Portfolio Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 145687, SEC 801-68615, data through 2026-01-07.
- AUM (assets under management / regulatory AUM)
- $395.5M (2026-01-07)
- Firm type
- Wealth Manager
- Location
- Albuquerque, NM
- Employees
- 3
- Clients
- 283
- CRD
- 145687
- Ownership
- MUNSON, LEE, EUGENE; JAMES, JARROD, HAYWARD; MILLER, TRACY, ANN; ELL, LORRAINE, FRASSINELL
How much AUM does Portfolio Wealth Advisors have?
Portfolio Wealth Advisors reported $395.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-07).
Who owns Portfolio Wealth Advisors?
Disclosed owners and executives of Portfolio Wealth Advisors include MUNSON, LEE, EUGENE, JAMES, JARROD, HAYWARD, MILLER, TRACY, ANN, ELL, LORRAINE, FRASSINELL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.