Allocator Index · CRD 145687

PORTFOLIO WEALTH ADVISORS

Albuquerque, NM · 505-884-3445 · portfoliollc.com

SEC IAPD record ↗

Fit score

46

  • aum $250M-$3.0B+22
  • hnw>=75+16
  • employees 3-60+8

HNW clients

94

Other individuals

189

HNW assets

$316.8M

Total AUM

$395.5M

Employees

3

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.