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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Portfolio Medics LLC
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| CRD # | 145958 |
| SEC # | 801-113846 |
| CIK # | |
| AUM | $552.7 M (2025-07-29) |
| Employees | 75 (100% Investors, 1% Brokers) |
| Phone | 239-444-1766 |
| Address | 27499 Riverview Center Blvd Bonita Springs, FL 34134 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,666 | 542.1 |
| (b) Individuals (high net worth individuals) | 36 | 10.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,702 | 552.7 |
| By Discretionary | ||
| Discretionary | 3,436 | 542.1 |
| Non-Discretionary | 266 | 10.6 |
| Total | 3,702 | 552.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 552.7 | |
| Total | 3,702 | 552.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SK Wealth Management LLC
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|
RI | 0.6 |
|
The Ithaka Group LLC
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|
VA | 0.6 |
|
WEA Financial Advisors Inc
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|
WI | 0.6 |
|
Denver PWM LLC
✚
|
CO | 0.6 |
|
Hamilton Wealth LLC
✚
|
CA | 0.6 |
|
WJ Interests LLC
✚
|
TX | 0.6 |
|
Autumn Glory Partners LLC
✚
|
TX | 0.6 |
|
Waterway Wealth Management LLC
✚
|
TX | 0.6 |
|
Phoenix Wealth Advisors Inc
✚
|
NC | 0.6 |
|
Financial Strategies Group Inc
✚
|
MI | 0.6 |