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, owner-operated registered investment adviser that registered with the SEC in 2021. The firm positions itself as a capital allocator for both individual/family and institutional clients, combining financial planning with portfolio management for individuals, small businesses and pooled investment vehicles. Service offerings include selection of third-party advisers and fee arrangements that span percentage-of-AUM, hourly and fixed fees, and performance-based compensation. Portus is not identified as an active ESG investor.
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 3
William 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 22Active vs passive
$88.2M in ETFs
92%
$81M
0%
$7.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI ACWI ETF (ACWI) | BlackRock | Passive | Global Large Stock Blend | $18.9M | 119,307 | 21.48% |
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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