# Portus Wealth Advisors

Portus Wealth Advisors is a Bank / Wealth / Trust based in Charlotte, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Charlotte, United States
- **Region:** North America
- **Address:** Charlotte, NC, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** portuswealth.com
- **LinkedIn:** https://www.linkedin.com/company/portus-wealth-advisors

## Regulatory record

- **CRD number:** 300558
- **SEC file number:** 801-120811
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-27T06:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300558

## About

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.

## 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.

## Related profiles

- [Portland Private Wealth Management](https://altss.com/profile/portland-private-wealth-management)
- [Positive Delta Asset Management](https://altss.com/profile/positive-delta-asset-management)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/portus-wealth-advisors

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