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Portfolio Wealth Advisors
Portfolio Wealth Advisors is a boutique wealth management and investment management firm. Its approach customizes a program to achieve clients' unique...
Portfolio Wealth Advisors
Portfolio Wealth Advisors is a boutique wealth management and investment management firm. Its approach customizes a program to achieve clients' unique investment goals, with constant market monitoring and adjustments. A unique compensation model is intended to let clients keep more of their earnings. The firm emphasizes one-on-one service and helping people live off their assets in retirement.
General information
Firm type
Bank / Wealth / Trust
Year founded
2008
Location
Region
North America
Country
United States
City
Albuquerque
Corporate office
Albuquerque, NM, United States
Principals
Lee Munson
Co-founder and Chief Investment Officer
Lee Munson
CFA, CFP
Tracy Ann Miller
CFP, CEO and Chief Portfolio Officer
Frequently asked questions
How does Portfolio Wealth Advisors construct client portfolios?
The firm builds multi-asset-class portfolios using equities, fixed income, ETFs, and mutual funds, tailored to each client's risk tolerance and financial plan. Public records indicate a combination of model-driven allocations and direct advisor customization. Investments are held in separately managed accounts rather than commingled funds.
What is the firm's regulatory status?
Portfolio Wealth Advisors is registered with the SEC as an investment advisor, operating under a fiduciary standard. Its Form ADV filings provide details on services, fee structures, and disciplinary history, all of which are publicly accessible through the SEC's Investment Adviser Public Disclosure database.
Does Portfolio Wealth Advisors make direct private-market investments?
Based on its regulatory filings and public profile, the firm focuses on publicly traded securities and standard retail private funds, rather than direct venture capital or private equity deals. Its strategy is classic wealth management, not alternatives-oriented portfolio construction.
How long has Portfolio Wealth Advisors been operating?
Exact founding year is not publicly documented. The firm's SEC registration and primary web domain indicate a multi-decade presence in the Albuquerque market, serving a regional client base of high-net-worth individuals and families.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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