PORTUS WEALTH ADVISORS, LLC
CRD #300558 SEC #801-120811 CHARLOTTE, NC 704-936-0084
SEC Registered Private Funds
Total AUM
$162.4M
Discretionary
$156.1M
Employees
5
Clients
1
Accounts
486
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $162.4M | $156.1M | $6.3M | 5 | 7 |
| Feb 2025 | $162.4M | $156.1M | $6.3M | 5 | 7 |
| Aug 2024 | $136.6M | $128M | $8.6M | 4 | 0 |
| Feb 2024 | $136.6M | $128M | $8.6M | 4 | 0 |
| Mar 2023 | $117.1M | $113.1M | $4M | 4 | 0 |
| Mar 2023 | $119.7M | $115.6M | $4.1M | 4 | 0 |
| Jan 2023 | $120.5M | $117.7M | $2.8M | 4 | 0 |
| May 2022 | $120.5M | $117.7M | $2.8M | 4 | 0 |
| Feb 2022 | $120.5M | $117.7M | $2.8M | 4 | 0 |
| Mar 2021 | $105.2M | $105.2M | $0 | 3 | 0 |
DateSep 2025
Total AUM$162.4M
Discretionary$156.1M
Non-Disc.$6.3M
Employees5
Clients7
DateFeb 2025
Total AUM$162.4M
Discretionary$156.1M
Non-Disc.$6.3M
Employees5
Clients7
DateAug 2024
Total AUM$136.6M
Discretionary$128M
Non-Disc.$8.6M
Employees4
Clients0
DateFeb 2024
Total AUM$136.6M
Discretionary$128M
Non-Disc.$8.6M
Employees4
Clients0
DateMar 2023
Total AUM$117.1M
Discretionary$113.1M
Non-Disc.$4M
Employees4
Clients0
DateMar 2023
Total AUM$119.7M
Discretionary$115.6M
Non-Disc.$4.1M
Employees4
Clients0
DateJan 2023
Total AUM$120.5M
Discretionary$117.7M
Non-Disc.$2.8M
Employees4
Clients0
DateMay 2022
Total AUM$120.5M
Discretionary$117.7M
Non-Disc.$2.8M
Employees4
Clients0
DateFeb 2022
Total AUM$120.5M
Discretionary$117.7M
Non-Disc.$2.8M
Employees4
Clients0
DateMar 2021
Total AUM$105.2M
Discretionary$105.2M
Non-Disc.$0
Employees3
Clients0