| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cgp Real Estate Fund I, LP | Real Estate | $1.8M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| John Walter Sanders | Senior Client Advisor | Under 5% | 2025 |
| William Brantley Bissett Control | Managing Member/Chief Compliance Officer | Over 75% | 2019 |
Portus Wealth Advisors, LLC reports $162.4 million in regulatory assets under management on its Form ADV.
Portus Wealth Advisors, LLC manages 1 private funds with combined gross assets of $1.8 million.
Portus Wealth Advisors, LLC reports 5 employees.
Portus Wealth Advisors, LLC is based in Charlotte, NC and has been SEC-registered since 2021.
Portus Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 511 East Blvd, Charlotte, NC 28203 |
| Phone | 704-936-0084 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $156.1M |
| Non-discretionary | $6.3M |
| Total (RAUM) | $162.4M |