Portus Wealth Advisors, LLC

Portus Wealth Advisors, LLC (CRD# 300558) is a financial advisory firm headquartered in , . They manage $136,560,890 in 409 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
http://www.portusadvisors.com
By the Numbers
  • Total Assets Under Management
    137
    MILLION
  • Total Number of Accounts
    409
    ACCOUNTS
  • Average Account Value
    $333,890
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, NC, NJ, SC, TX, VA

Financial Advisors at Portus Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William Bissett, financial advisor Charlotte NC
William B. Bissett
CRD#: 4644966
Charlotte, NC

William Bissett (CRD# 4644966) is an Investment Advisor Representative working at Portus Wealth Advisors, LLC in Charlotte, NC and has over 21 years of experience in the finance industry.

2
John Sanders, financial advisor Charlotte NC
John W. Sanders
CRD#: 6788688
Charlotte, NC

John Sanders (CRD# 6788688) is an Investment Advisor Representative working at Portus Wealth Advisors, LLC in Charlotte, NC and has over 6 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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