The PORTUS WEALTH ADVISORS is a privately held investment adviser that advises $205.9mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. PORTUS WEALTH ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 95.77% over the last 5-years.
The Group has been registered with the SEC for 5.29 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 511 EAST BLVD, CHARLOTTE, NORTH CAROLINA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 4 employees comprised of 3 investment and 1 non-investment staff. The total number of Employees increased by 33.33% over the last 5-years.
Their $205.9mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 2 other accounts. Assets of High Net Worth Individuals clients own $175.4mn or 85.19% of Total Assets and Individuals own $24.4mn or 11.85% of Total Assets.
The Group's top investment strategies include Real Estate, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $1.77mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
PORTUS WEALTH ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.