PORTUS WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$204,131,262
Discretionary
$197,452,450
Non-discretionary
$6,678,812
Firm details
- CRD number
- 300558
- SEC file number
- 801-120811
- Main office
- CHARLOTTE, NC, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Performance-based
As of November 2026.