Portus Wealth Advisors, LLC
Portus Wealth Advisors, LLC is an SEC-registered wealth manager in Charlotte, NC with $204.1M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Portus Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300558, SEC 801-120811, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $204.1M (2026-02-27)
- Firm type
- Wealth Manager
- Location
- Charlotte, NC
- Employees
- 4
- Clients
- 136
- CRD
- 300558
- Ownership
- BISSETT, WILLIAM, BRANTLEY; Sanders, John, Walter
How much AUM does Portus Wealth Advisors, LLC have?
Portus Wealth Advisors, LLC reported $204.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Portus Wealth Advisors, LLC?
Disclosed owners and executives of Portus Wealth Advisors, LLC include BISSETT, WILLIAM, BRANTLEY, Sanders, John, Walter. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.