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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 25, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Sanders, John, Walter | I | SENIOR CLIENT ADVISOR | NA | |
| Sanders, John, Walter | I | SENIOR CLIENT ADVISOR | NA | |
| BISSETT, WILLIAM, BRANTLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BISSETT, WILLIAM, BRANTLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BISSETT, WILLIAM, BRANTLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BISSETT, WILLIAM, BRANTLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BISSETT, WILLIAM, BRANTLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BISSETT, WILLIAM, BRANTLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BISSETT, WILLIAM, BRANTLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BISSETT, WILLIAM, BRANTLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BISSETT, WILLIAM, BRANTLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BISSETT, WILLIAM, BRANTLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BISSETT, WILLIAM, BRANTLEY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Sep 25, 2025 REGISTERED
Notice Filings (7)
CO FL NC NJ SC TX VA
Address
511 EAST BLVDCHARLOTTE, NC 28203
United States
Phone: 704-936-0084