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PORTFOLIO WEALTH ADVISORS

6100 Uptown Blvd Ne
Suite 540
Albuquerque, New Mexico 87110
Tel: 505-884-3445

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About PORTFOLIO WEALTH ADVISORS

PORTFOLIO WEALTH ADVISORS, formally registered with the SEC as PORTFOLIO WEALTH ADVISORS. The firm was established in 01/02/2008. They have over 1 offices throughout the country.

PORTFOLIO WEALTH ADVISORS is a Albuquerque, New Mexico based Financial Planning firm with nearly $373,189,200 assets under management, offering retirement planning & investment advisory services to 750 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#145687
SEC#801-68615
Assets Managed by Firm$373,189,200
No. of Clients750
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other (FINANCIAL CONSULTING SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total750$373,189,200
Individuals (other than high net worth individuals)170$117,641,557
High net worth individuals112$255,547,643

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