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PORTFOLIO WEALTH ADVISORS
Legal name: PORTFOLIO, LLC
CRD 145687File 801-68615
APPROVED
Retail clients
Filing as of Jan 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$395.5M
Below cohort median (national)
Discretionary AUM
$395.5M
Clients
283
761 accounts
Employees
3
Top 25% of cohort in NM
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 2, 2008
- Principal office
- 6100 UPTOWN BLVD NE, SUITE 540, ALBUQUERQUE, NM, 87110
- Phone
- 505-884-3445
- Website
- HTTP://WWW.PORTFOLIOLLC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $395.5M
- Discretionary AUM
- $395.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 761
- Non-discretionary accounts
- 0
- Total accounts
- 761
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $2.1M |
| High net worth individuals | 94 | $316.8M |
| Individuals (other than high net worth individuals) | 189 | $76.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.