← Tributary

PORTFOLIO MEDICS, LLC

BONITA SPRINGS, FL · CRD 145958 · IAPD ↗ · (239) 444-1766

$780.5MRegulatory AUM
75Advisory reps
75Employees
0Clients
1-10Planning clients
0Private funds
42States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — PORTFOLIO MEDICS, LLC notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2026 — PORTFOLIO MEDICS, LLC reported RAUM up 41% ($552.7M -> $780.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — PORTFOLIO MEDICS, LLC crossed $500M in regulatory AUM ($499.6M -> $552.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
January 2025 — PORTFOLIO MEDICS, LLC notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
November 2024 — PORTFOLIO MEDICS, LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2024 — PORTFOLIO MEDICS, LLC reported RAUM up 30% ($383.0M -> $499.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
February 2024 — PORTFOLIO MEDICS, LLC notice-filed in WI.
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.