Investment adviser · CRD 145687
PORTFOLIO WEALTH ADVISORS
Investment adviser filing (IA)
PORTFOLIO, LLC
ALBUQUERQUE, NM, United States · Form ADV filed Jan 7, 2026
- Regulatory AUM
- $395M Form ADV · Item 5.F
- Client accounts
- 761 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 94 | $316,774,726 | 80.1% |
| Individuals | 189 | $76,615,457 | 19.4% |
| Other investment advisers | Fewer than 5 | $2,066,203 | 0.5% |
Filing source
Form ADV 2033940 · Jan 7, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 7, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
6100 UPTOWN BLVD NE, SUITE 540ALBUQUERQUE, NM, 87110, United States
CRD 145687
Filing source
Form ADV 2033940 · Jan 7, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.