PORTFOLIO, LLC
Legal name: PORTFOLIO WEALTH ADVISORS
CRD #145687 SEC #801-68615 ALBUQUERQUE, NM 505-884-3445
SEC Registered
Total AUM
$373.2M
Discretionary
$373.2M
Employees
3
Clients
0
Accounts
750
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Mexico
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JAMES, JARROD, HAYWARD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MUNSON, LEE, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MILLER, TRACY, ANN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MILLER, TRACY, ANN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MILLER, TRACY, ANN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MILLER, TRACY, ANN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MILLER, TRACY, ANN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MILLER, TRACY, ANN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| ELL, LORRAINE, FRASSINELL | I | CHIEF OPERATIONS OFFICER | B | |
| ELL, LORRAINE, FRASSINELL | I | CHIEF OPERATIONS OFFICER | B | |
| ELL, LORRAINE, FRASSINELL | I | CHIEF OPERATIONS OFFICER | B | |
| ELL, LORRAINE, FRASSINELL | I | CHIEF OPERATIONS OFFICER | B | |
| ELL, LORRAINE, FRASSINELL | I | CHIEF OPERATIONS OFFICER | B | |
| MILLER, TRACY, ANN | I | CHIEF PORTFOLIO OFFICER | B | |
| MILLER, TRACY, ANN | I | CHIEF PORTFOLIO OFFICER | B | |
| MILLER, TRACY, ANN | I | CHIEF PORTFOLIO OFFICER | B | |
| MILLER, TRACY, ANN | I | CHIEF PORTFOLIO OFFICER | B | |
| MILLER, TRACY, ANN | I | CHIEF PORTFOLIO OFFICER | B |
Registrations
Federal
IA
Jan 10, 2025 REGISTERED
Notice Filings (11)
AZ CA CO FL NH NM NV NY OK TX WA
Address
6100 UPTOWN BLVD NESUITE 540
ALBUQUERQUE, NM 87110
United States
Phone: 505-884-3445