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PORTFOLIO WEALTH ADVISORS

ALBUQUERQUE, NM · CRD 145687 · IAPD ↗ · portfoliollc.com · 505-884-3445

$395.5MRegulatory AUM
1Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
February 2025 — PORTFOLIO WEALTH ADVISORS notice-filed in NV, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.