CHARLOTTE, NCCRD 300558Latest ADV February 27, 2026
Portus Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated February 27, 2026, reports $204M in regulatory assets under management, 4 employees, 1 office, and 528 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.5% of total clients.
Top client categories% of clientsClients
1
Individuals
63.5%
87
2
HNWI
35.0%
48
3
Charitable
0.7%
1
4
Insurance Cos.
0.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$204Mas of February 27, 2026
Discretionary96.7%
$197M
97% of total RAUM96.7%
Non-discretionary3.3%
$7M
3% of total RAUM3.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$204M
Total Accounts528
10Y AUM Change+$99M (+94.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee34:1
10Y Employee Change+1 (+33.3%)
* 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.