Portsalus Wealth Management

Portsalus Wealth Management (CRD# 327857) is a financial advisory firm headquartered in Mission Viejo, CA. They manage $50,515,594 in 250 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
27201 Puerta Real, Suite 300, #23, Mission Viejo, CA 92691
https://www.facebook.com/portsalus/
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    250
    ACCOUNTS
  • Average Account Value
    $202,062
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NJ

Financial Advisors at Portsalus Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Jeremy Portnoff, financial advisor Ladera Ranch CA
Jeremy E. Portnoff
CRD#: 4577877
Ladera Ranch, CA

Jeremy Portnoff (CRD# 4577877) is an Investment Advisor Representative working at Portsalus Wealth Management in Ladera Ranch, CA and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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