LP Profile

Portus Wealth Advisors

Also known as portus wealth

Wealth ManagerCharlotte, United StatesFounded 2019
$130M
Assets Under Management
Charlotte
Headquarters
Investment Focus

About Portus Wealth Advisors

Portus Wealth Advisors is a wealth manager based in Charlotte, US. Founded in 2019. Reported AUM: 130 USD millions.

Preferred Investment Types

Buyout

Preferred Sectors & Themes

Diversified

Preferred Geographies

AsiaEmerging MarketsEuropeGlobalNorth America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Portus Wealth Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$204.1M
Total Clients
528
Filing Date
February 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Portus Wealth Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Portus Wealth Advisors?

Portus Wealth Advisors is a wealth manager based in Charlotte, United States, managing approximately $130M in assets.

Where is Portus Wealth Advisors headquartered?

Portus Wealth Advisors is headquartered in Charlotte, United States.

How much does Portus Wealth Advisors manage?

Portus Wealth Advisors manages approximately $130M in assets under management.

When was Portus Wealth Advisors founded?

Portus Wealth Advisors was founded in 2019.

What does Portus Wealth Advisors invest in?

Portus Wealth Advisors focuses on Buyout, Diversified.

How can I contact Portus Wealth Advisors?

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