Investment adviser · CRD 300558

PORTUS WEALTH ADVISORS, LLC

Investment adviser filing (IA)

CHARLOTTE, NC, United States · Form ADV filed Feb 27, 2026

Regulatory AUM
$204M
Form ADV · Item 5.F
Client accounts
528
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals48$175,404,99885.9%
Individuals87$24,404,15512.0%
Insurance companies1$2,701,2001.3%
Charities1$1,620,9090.8%
Filing source

Form ADV 2061610 · Feb 27, 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CGP REAL ESTATE FUND I, LPReal Estate Fund · Last reported Feb 27, 2026$1.77MGross asset value
Auditor SCHARF PERA & CO PLLC CHARLOTTE, North Carolina, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

SCHARF PERA & CO PLLC
PCAOB 28

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source
Fund ID
805-5419808467
Reported beneficial owners
18
Minimum commitment
$100K

Form ADV 2061610 · Feb 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Feb 27, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

511 EAST BLVD
CHARLOTTE, NC, 28203, United States

CRD 300558

Filing source

Form ADV 2061610 · Feb 27, 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.