Portus Wealth Advisors, LLC
● SEC registered since 2021CRD 300558SEC# 801-120811Charlotte, NC
Ranks #5,090 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$204.1M
Fund GAV
$1.8M
Private funds
1
Employees
4
Accounts
528
Location
Charlotte, NC
Portus Wealth Advisors, LLC assets under management
Portus Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2021. It reports $204.1 million in regulatory assets under management and employs 4 people. Portus Wealth Advisors, LLC manages 1 private fund with combined gross assets of $1.8 million, including Cgp Real Estate Fund I, LP. By regulatory assets, it ranks 5,090 of 6,004 private fund managers.
Portus Wealth Advisors, LLC private funds
1 funds · $1.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cgp Real Estate Fund I, LP | Real Estate | $1.8M | $100K |
Portus Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Walter Sanders | Senior Client Advisor | Under 5% | 2025 |
| William Brantley Bissett Control | Managing Member/Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Portus Wealth Advisors, LLC manage?
Portus Wealth Advisors, LLC reports $204.1 million in regulatory assets under management on its Form ADV.
How many private funds does Portus Wealth Advisors, LLC manage?
Portus Wealth Advisors, LLC manages 1 private funds with combined gross assets of $1.8 million.
How many employees does Portus Wealth Advisors, LLC have?
Portus Wealth Advisors, LLC reports 4 employees.
Where is Portus Wealth Advisors, LLC located?
Portus Wealth Advisors, LLC is based in Charlotte, NC and has been SEC-registered since 2021.
Does Portus Wealth Advisors, LLC disclose fund performance?
Portus Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 511 East Blvd, Charlotte, NC 28203 |
| Phone | 704-936-0084 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$204.1M▲ 26%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
AUM vs fund managersTop 85%
Larger than 15% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$204.1Mregulatory AUM
Discretionary $197.5MNon-discretionary $6.7M
Service providers
Auditor
Custodian