Allocator Index · CRD 300558

PORTUS WEALTH ADVISORS, LLC

Charlotte, NC · 704-936-0084 · linkedin.com/company/portus-wealth-advisors

SEC IAPD record ↗

Fit score

74

  • real_estate_fund+40
  • aum $100M-$250M+16
  • hnw>=25+10
  • employees 3-60+8

HNW clients

48

Other individuals

87

HNW assets

$175.4M

Total AUM

$204.1M

Employees

4

Private funds advised

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

FundTypeGross asset value
CGP REAL ESTATE FUND I, LPReal Estate Fund$1.8M