# Portfolio Wealth Advisors

Portfolio Wealth Advisors is a Bank / Wealth / Trust based in Albuquerque, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Albuquerque, United States
- **Region:** North America
- **Address:** Albuquerque, NM, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** portfoliollc.com
- **LinkedIn:** https://www.linkedin.com/company/495155

## Regulatory record

- **CRD number:** 145687
- **SEC file number:** 801-68615
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145687

## About

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.

## People

- Lee Munson — Co-founder and Chief Investment Officer
- Lee Munson — CFA, CFP
- Tracy Ann Miller — CFP, CEO and Chief Portfolio Officer

## 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.

## Related profiles

- [Portfolio Strategies](https://altss.com/profile/portfolio-strategies)
- [Portico Wealth Advisors](https://altss.com/profile/portico-wealth-advisors)

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Last updated: 2026-08-11T15:07:49.000Z

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