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| Portus Wealth Advisors LLC
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|---|---|
| CRD # | 300558 |
| SEC # | 801-120811 |
| CIK # | 0002097516 |
| AUM | 204.1 M (2026-02-27) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 704-936-0084 |
| Address | 511 East Blvd Charlotte, NC 28203 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.9 | ||
| Nvidia Corp | 2.6 | ||
| Caterpillar Inc | 2.1 | ||
| Lam Research Corp | 1.9 | ||
| Amazon Com Inc | 1.7 | ||
| Chevron Corp | 1.6 | ||
| Microsoft Corp | 1.6 | ||
| Broadcom Inc | 1.5 | ||
| GE Vernova Inc | 1.5 | ||
| Lilly Eli & Co | 1.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | CGP Real Estate Fund I LP | 2025-02-28 | 1.8 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 24.4 |
| (b) Individuals (high net worth individuals) | 48 | 175.4 |
| (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 | 1 | 1.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 2.7 |
| (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 | 528 | 204.1 |
| By Discretionary | ||
| Discretionary | 522 | 197.5 |
| Non-Discretionary | 6 | 6.7 |
| Total | 528 | 204.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 204.1 | |
| Total | 528 | 204.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002097516] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 7 |
| Serves | Institutional, Retail |
| Fund Types | Real Estate |
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