Portus Wealth Advisors | Fund Manager

Fund Manager

Portus Wealth Advisors

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PA

Portus Wealth Advisors

Fund Manager

Primary Strategy: Real Estate

Year Founded: 2019

Number of Employees: 5

Ownership: Privately Held

Year End: December

Description

Portus Wealth Advisors is a Private Wealth Management firm based in Charlotte, NC and serves clients across the country. Our clients are entrepreneurs and investors looking to better understand how to properly plan so they can be opportunistic while keeping their lifestyle intact.

Contact

Website: Link to website

LinkedIn: linkedin.com/company/portus-wealth-advisors

Address

511 East BLVD, Charlotte, North Carolina, United States

Date

As of: September 30, 2025

Overview
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Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

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Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Details

Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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