← Tributary

PORTUS WEALTH ADVISORS, LLC

CHARLOTTE, NC · CRD 300558 · IAPD ↗ · 704-936-0084

$204.1MRegulatory AUM
3Advisory reps
4Employees
7Clients
1-10Planning clients
1Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2026 — PORTUS WEALTH ADVISORS, LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2026 — PORTUS WEALTH ADVISORS, LLC reported RAUM up 26% ($162.4M -> $204.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2025 — PORTUS WEALTH ADVISORS, LLC now reports 1 private fund(s) ($1.8M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
50
September 2024 — PORTUS WEALTH ADVISORS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
March 2024 — PORTUS WEALTH ADVISORS, LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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