← Directory
PORTUS WEALTH ADVISORS, LLC
CRD 300558File 801-120811
APPROVED
Retail clients
Custody
Filing as of Feb 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$204.1M
Below cohort median (national)
Discretionary AUM
$197.5M
Non-discretionary $6.7M
Clients
137
528 accounts
Employees
4
Below cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 16, 2021
- Principal office
- 511 EAST BLVD, CHARLOTTE, NC, 28203
- Phone
- 704-936-0084
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $204.1M
- Discretionary AUM
- $197.5M
- Non-discretionary AUM
- $6.7M
- Discretionary accounts
- 522
- Non-discretionary accounts
- 6
- Total accounts
- 528
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 1 | $2.7M |
| Charitable organizations | 1 | $1.6M |
| High net worth individuals | 48 | $175.4M |
| Individuals (other than high net worth individuals) | 87 | $24.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- 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
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| 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.