PORTFOLIO, LLC
Doing business as PORTFOLIO WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$395,456,386
Discretionary
$395,456,386
Non-discretionary
$0
Firm details
- CRD number
- 145687
- SEC file number
- 801-68615
- Main office
- ALBUQUERQUE, NM, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.PORTFOLIOLLC.COM
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.