Portfolio Wealth Advisors

Portfolio Wealth Advisors (CRD# 145687) is a financial advisory firm headquartered in Albuquerque, NM. They manage $206,811,361 in 732 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    207
    MILLION
  • Total Number of Accounts
    732
    ACCOUNTS
  • Average Account Value
    $282,529
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, NM, OK, TX

Financial Advisors at Portfolio Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Tracy A. Miller
CRD#: 2398923
2500 Louisiana Blvd. Ne, Suite 508, Albuquerque, NM 87110
103
Wealthminder
score

Tracy Miller (CRD# 2398923) Co-Founder and Chief Executive Officer of Portfolio Wealth Advisors, a wealth management firm with offices in Albuquerque, NM and Oklahoma City, OK and has over 30 years of experience in the finance industry. Tracy Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Lee E. Munson
CRD#: 3039281
2500 Louisiana, Suite 508, Albuquerque, NM 87110
103
Wealthminder
score

Lee Munson, CFA, CFP® is the Founder and Chief Investment Officer of Portfolio Wealth Advisors, a wealth management firm with offices in Albuquerque, NM and Oklahoma City, OK. Munson began his career in the 1990s as a trader on Wall Street and then relocated to Albuquerque, New Mexico. A contributor to Forbes.com, Munson has also been a frequent guest on CNBC, Fox Business Network, and Fox News. His insights have appeared in The Wall Street Journal, New York Times and CNNMoney. His first book, “Rigged Money: Beating Wall Street at its Own Game” (John Wiley & Sons) was published in December, 2011. Lee works with baby boomers who want to spend more time on the mountain.

In his spare time he juggles a family while skiing Taos and mountain biking.

Portfolio Wealth Advisors is dedicated to one thing: helping baby boomers at or near retirement spend more time on the mountain.

 

About Lee's credentials:

 

Lee Munson (CRD# 3039281) is an Investment Advisor Representative working at Portfolio Wealth Advisors in Albuquerque, NM and has over 18 years of experience in the finance industry.

 

Lee Munson also holds the Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals.

There are currently more than 107,000 CFA charterholders working in 135 countries. To earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct. This includes:

 

Place their client’s interests ahead of their own

Maintain independence and objectivity

Act with integrity

Maintain and improve their professional competence

Disclose conflicts of interest and legal matters

 

Lee Munson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

3
Daniel J. Pendleton
CRD#: 5599582
5100 North Brookline, Suite 508, Oklahoma City, OK 73112
93
Wealthminder
score

Daniel Pendleton (CRD# 5599582) is an Investment Advisor Representative working at Portfolio Wealth Advisors in Oklahoma City, OK and has over 8 years of experience in the finance industry.

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