SEC Form ADV

PORTFOLIO MEDICS, LLC

Firm profile: Portfolio Medics — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserFL
$780.5M
Assets Under Management
75
Employees
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Registration Details

Accession
crd-145958
Location
BONITA SPRINGS, FL
Filing Date
September 14, 2026
AUM
$780.5M
Employees
75
Amendment
No

Client Types

IndividualsHNW Individuals

About this Adviser

PORTFOLIO MEDICS, LLC is a registered investment adviser headquartered in BONITA SPRINGS, FL, managing approximately $780.5M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.