PORTUS WEALTH ADVISORS, LLC
Adviser information for PORTUS WEALTH ADVISORS, LLC last updated from Form ADV on February 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | North Carolina, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 403 | $128.0M |
| Non-Discretionary | 6 | $8.6M |
| Total | 409 | $136.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 58 | $17.9M |
| HNW Individuals | 38 | $117.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 9 | $1.6M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-120811 |
|---|---|
| SEC ERA File Number | 801-120811 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 300558 |
| Legal Entity Identifier | None |
Principal Office
4432 CANOEBROOK ROADCHARLOTTE
NC
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 704-936-0084, Fax: None
Chief Compliance Officer
WILLIAM BISSETT
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER
4432 CANOEBROOK ROAD
CHARLOTTE
NC
United States
Tel:
704-936-0084
W******@*****************M
(Full email address available in API data)
Industry Affiliates
| CHARLOTTE GROWTH PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BISSETT, WILLIAM, BRANTLEY | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 01/2019 | > 75% |