PORTER WEALTH MANAGEMENT, LLC

Overview

Porter Wealth Management, LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small-business clients. The firm favors liquid public-market strategies, with a clear tilt toward exchange-traded equities and equity-centric portfolio construction. Fee arrangements are flexible — percentage-of-AUM billing alongside hourly and fixed-fee engagements — which suits both ongoing advisory relationships and one-off planning or project work. Porter Wealth Management does not position itself as a capital allocator to private fund managers, and it is not described as an active ESG investor. Its advisory scope centers on personalized planning and discretionary portfolio management rather than pension consulting or multi-state institutional consulting engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices