PORTFOLIO WEALTH ADVISORS

RIASEC RegisteredEst. 2008

Total AUM

$395M

Discretionary

$395M

100% of AUM

Avg account

$520K

Accounts

761

Employees

Advisory reps

Firm details

Headquarters: ALBUQUERQUE, New Mexico
CRD number: 145687
Registered since: January 2, 2008
Website: www.portfoliollc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI80.1%
Individuals19.37%
Other Investment Advisers0.52%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Portfolio Wealth Advisors is an independent registered investment adviser founded in 2008 and owned by an individual principal. The firm focuses on financial planning and discretionary portfolio management for individual and family clients, as well as small-business owners. Its fee model combines a percentage-of-assets-under-management schedule with hourly planning charges, which supports ongoing advisory relationships alongside project-based work. Investment activity centers on actively selecting third‑party mutual fund managers as the primary building blocks for client portfolios. The firm does not operate as a capital allocator or run proprietary pooled products; instead it constructs portfolios from external funds and specialist managers. Portfolio Wealth Advisors does not market itself as an ESG-driven adviser. In 2020 the firm was named to FA Magazine’s Top RIA Firms list.