PORTSALUS WEALTH MANAGEMENT

Overview

Portsalus Wealth Management is an independent registered investment adviser operating as an LLC and owned by an individual principal. The firm serves private individuals and families, offering financial planning and discretionary portfolio management tailored to individuals and small businesses. Its fee model combines a percentage of assets under management with fixed-fee engagements. Filings indicate Portsalus does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives