# Portfolio Medics

Portfolio Medics is a RIA based in Bonita Springs, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Bonita Springs, United States
- **Region:** North America
- **Address:** Bonita Springs, FL, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** http://www.portfoliomedics.com
- **LinkedIn:** https://www.linkedin.com/company/portfoliomedics

## Regulatory record

- **CRD number:** 145958
- **SEC file number:** 801-113846
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145958

## About

Portfolio Medics is an SEC-registered investment adviser in Bonita Springs, FL, registered since 2018. The firm manages $780 million in assets, with $771 million on a discretionary basis. It has 75 employees and 75 investment advisers.

## Related profiles

- [Portfolio Design Services](https://altss.com/profile/portfolio-design-services)
- [Portfolio Strategies](https://altss.com/profile/portfolio-strategies)

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Last updated: 2026-08-10T19:36:47.593Z

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