PORTUS WEALTH ADVISORS, LLC - Financial Advisor in North Carolina, Charlotte

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

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

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