PORTUS WEALTH ADVISORS, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 300558
- Registered since
- April 16, 2021
- Website
- portusadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI85.93%
- Individuals11.96%
- Insurance Companies1.32%
- Charitable Organizations0.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Portus Wealth Advisors, LLC is an independent, SEC-registered registered investment adviser formed as an LLC and listed as SEC-registered in 2021. The firm is owner-operated and functions as a capital allocator to client portfolios, serving both individuals and families as well as institutional clients. Advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles and the selection of outside advisers. Fee arrangements are flexible and include percentage-of-AUM charges alongside hourly, fixed-fee, and performance-based structures. Portus does not identify as an active ESG investor. The firm also takes on sponsor/GP/managing-member roles for pooled vehicles, indicating it both allocates to and operates private funds or pooled structures.
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
- Exchange Traded Equities53%
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents6%
- US Government Bonds4%
- Non-Exchange Traded Equities1%
Contacts
3 of 3WILLIAM BISSETT
President and FounderCRD 4644966
John Sanders
Senior Client AdvisorCRD 6788688
SAKSHI CHAUHAN
Investment AnalystCRD 7428821
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 101Active vs passive
$80M in ETFs
92%
$73.7M
<1%
$6.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI ACWI ETF (ACWI) | BlackRock | Passive | Global Large Stock Blend | $16.3M | 117,513 | 20.32% |
Location
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 511 East Blvd
- Time zone
- ET (UTC-5)
- Office locations
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