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| Portus Wealth Advisors LLC
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| |
|---|---|
| CRD # | 300558 |
| SEC # | 801-120811 |
| CIK # | |
| AUM | $136.6 MM (2024-08-06) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 704-936-0084 |
| Address | 4432 Canoebrook Road Charlotte, NC 28210-7350 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 17.9 |
| (b) Individuals (high net worth individuals) | 38 | 117.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 9 | 1.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 409 | 136.6 |
| By Discretionary | ||
| Discretionary | 403 | 128.0 |
| Non-Discretionary | 6 | 8.6 |
| Total | 409 | 136.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.6 | |
| Total | 409 | 136.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Willner & Heller LLC
✚
|
CA | 0.1 |
|
Cannon Advisors Inc
✚
|
NC | 0.1 |
|
David P Gilliam & Associates Inc
✚
|
IN | 0.1 |
|
Buchanan Wealth Management LLC
✚
|
VA | 0.1 |
|
Nolet Wealth Management LLC
✚
|
TX | 0.1 |
|
CTA Wealth Advisors Inc
✚
|
CA | 0.1 |
|
Baring Financial LLC
✚
|
WA | 0.1 |
|
Garner Financial Management Inc
✚
|
CA | 0.1 |
|
Cherokee & Walker Management LLC
✚
|
UT | 0.1 |
|
Certus Wealth Management LLC
✚
|
CA | 0.1 |