Portus Wealth Advisors, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 300558
- Registered since
- April 16, 2021
- Website
- portusadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI85.93%
- Individuals11.96%
- Insurance Companies1.32%
- Charitable Organizations0.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Portus Wealth Advisors, LLC is an independent, SEC-registered RIA organized as an LLC and established in 2021. The firm acts as a capital allocator for both high-net-worth individuals/families and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of third-party advisers. Portus may sponsor and serve as a general partner or managing member of pooled vehicles, and it charges a mix of fee types — percentage of AUM, hourly, fixed, and performance-based fees. The firm does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents6%
- US Government Bonds4%
- Non-Exchange Traded Equities1%
Contacts
3 of 3
William Bissett
President and FounderCRD 4644966
John Sanders
Senior Client AdvisorCRD 6788688
Sakshi Chauhan
Investment AnalystCRD 7428821
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$87.5M in ETFs
92%
$80.2M
0%
$7.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI ACWI ETF (ACWI) | BlackRock | Passive | Global Large Stock Blend | $18.8M | 119,979 | 21.52% |
Location
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 511 East Blvd
- Time zone
- ET (UTC-5)
- Office locations
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