PORTUS WEALTH ADVISORS, LLC

511 East Blvd
Charlotte, North Carolina 28203
Tel: 704-936-0084

About PORTUS WEALTH ADVISORS, LLC

PORTUS WEALTH ADVISORS, LLC, formally registered with the SEC as PORTUS WEALTH ADVISORS, LLC. The firm was established in 04/16/2021. They have over 2 offices throughout the country.

PORTUS WEALTH ADVISORS, LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $162,410,245 assets under management, offering retirement planning & investment advisory services to 486 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300558
SEC#	801-120811
Assets Managed by Firm	$162,410,245
No. of Clients	486
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	486	$162,410,245
Individuals (other than high net worth individuals)	78	$20,426,315
High net worth individuals	41	$138,449,831
Charitable organizations	1	$1,675,598

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