Updated:
Portus Wealth Advisors
Portus Wealth Advisors is an SEC-registered investment adviser in Charlotte, NC, registered since 2021. The firm manages $204 million in assets.
Overview
Portus Wealth Advisors is an SEC-registered investment adviser in Charlotte, NC, registered since 2021. The firm manages $204 million in assets. It employs 4 staff, including 3 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2021
Location
Region
North America
Country
United States
City
Charlotte
Corporate office
Charlotte, NC, United States
Frequently asked questions
Is Portus structured as a venture fund or a wealth-management firm?
Portus is structured as a wealth-management firm operating within a bank-or-trust charter framework, not as a standalone venture fund. It directs client capital into venture opportunities as part of a broader wealth-management mandate that includes trust administration and fiduciary services. This hybrid model means venture allocations sit alongside traditional portfolio sleeves rather than in a discrete fund vehicle.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: