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Building 2PORTUS WEALTH ADVISORS, LLC

Map pinCHARLOTTE, NC
Phone704-936-0084
NotebookSEC #801-120811
Total AUM
$204.1M
Employees
4
Clients
137

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
511 EAST BLVD
CHARLOTTE
NC 28203
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
704-936-0084
Other Offices
1

ReceiptFinancials

Total AUM
$204.1M
Accounts
528
Discretionary
$197.5M
Accounts
522
Non-Discretionary
$6.7M
Accounts
6

ContactClients

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Individual Clients
87
AUM
$24.4M
HNW Individual Clients
48
AUM
$175.4M
Charitable Organization Clients
1
AUM
$1.6M
Insurance Company Clients
1
AUM
$2.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLNCNJPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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