ALBUQUERQUE, NMCRD 145687Latest ADV January 7, 2026
Portfolio Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Albuquerque, NM. Its latest Form ADV filing, dated January 7, 2026, reports $395M in regulatory assets under management, 3 employees, and 761 accounts.
Assets Under Management
$395M
Employees
3
Offices
--
Total Clients
283
Primary office
ALBUQUERQUE, NM
6100 UPTOWN BLVD NE, SUITE 540, ALBUQUERQUE, NM, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.8% of total clients.
Top client categories% of clientsClients
1
Individuals
66.8%
189
2
HNWI
33.2%
94
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$395Mas of January 7, 2026
Discretionary100.0%
$395M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$395M
Total Accounts761
10Y AUM Change+$150M (+61.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee94:1
10Y Employee Change-2 (-40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.