Portsalus Wealth Management
Firm details
- Headquarters
- Mission Viejo, California
- CRD number
- 327857
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI63.82%
- Individuals36.18%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Portsalus Wealth Management operates as an independent RIA organized as an LLC and is owned by an individual. The firm serves individual and family clients, offering financial planning and portfolio management services tailored to individuals and small businesses. Its fee model combines asset-based fees and fixed-fee engagements. Portsalus does not position itself as a capital allocator, does not report active ESG investing, and is not registered as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Other14%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Sage Vincent
Client Services AssociateCRD 8056292
Jeremy Portnoff
OwnerCRD 4577877
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mission Viejo, CA
Orange
Location
Mission Viejo, CA
Headquartered in Mission Viejo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 27201 Puerta Real
- Time zone
- PT (UTC-8)
- Office locations
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