SEC Form ADV

PORTFOLIO WEALTH ADVISORS

Registered Investment AdviserNM
$395.5M
Assets Under Management
761
Total Clients
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Registration Details

Accession
CRD-145687
Location
ALBUQUERQUE, NM
Filing Date
January 7, 2026
AUM
$395.5M
Total Clients
761
Amendment
No

About this Adviser

PORTFOLIO WEALTH ADVISORS is a registered investment adviser headquartered in ALBUQUERQUE, NM, managing approximately $395.5M in assets across 761 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.