SEC Form ADV

PORTUS WEALTH ADVISORS, LLC

Registered Investment AdviserNCReal Estate
$204.1M
Assets Under Management
528
Total Clients
Get LP Contact Details

Registration Details

Accession
CRD-300558
Location
CHARLOTTE, NC
Filing Date
February 27, 2026
AUM
$204.1M
Total Clients
528
Amendment
No

Investment Strategies

Real Estate

About this Adviser

PORTUS WEALTH ADVISORS, LLC is a registered investment adviser headquartered in CHARLOTTE, NC, managing approximately $204.1M in assets across 528 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.