Portus Wealth Advisors is a wealth manager based in Charlotte, United States, founded in 2019. Verified contact details, AUM data, and investment preferences on FindLPs.
Portus Wealth Advisors is a wealth manager based in Charlotte, US. Founded in 2019. Reported AUM: $130M.
Investment types: Buyout
Sectors & themes: Diversified
Preferred geographies: Asia, Emerging Markets, Europe, Global, North America
Location: 511 East Boulevard
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.