PORTUS WEALTH ADVISORS, LLC
Tel: 704-936-0084 511 East Blvd Charlotte, North Carolina 28203
About PORTUS WEALTH ADVISORS, LLC
PORTUS WEALTH ADVISORS, LLC is a Charlotte, North Carolina based financial advisory firm with nearly $162,410,245 in assets under management and provides investment advisory services for 486 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
300558
Firm SEC#:
801-120811
Assets Under Management:
$162,410,245
No. of Clients:
486
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection for other advisors
Find & Compare Top Financial Advisors in your area
A better way to find the right financial advisor
Are you a Financial Advisor in North Carolina?
Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?
