Portus Wealth Advisors, LLC (CIK: 0002097516) EDGAR, Information, Filings... CompaniesBIO.Com

Portus Wealth Advisors, LLC

Mailing address
511 EAST BLVD, CHARLOTTE, North Carolina, 28203
Phone
704-936-0084
State location
North Carolina
State of incorporation
North Carolina
Fiscal year end
December 31
SIC
N/A
Filings
N/A

Includes all SEC registration details as well as a list of all documents (S-1, Prospectus, Current Reports, 8-K, 10K, Annual Reports) filed by Portus Wealth Advisors, LLC

Filings	Format	Description	Filed/Effective	File/Film Number
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0002097516-25-000002 (34 Act) Size: KB	Nov-20-2025	028-25886 251502201

Recent 20 filings. View all Portus Wealth Advisors, LLC filings

Overall rating 5.0

Aug 22, 2022

Jean Bishop

Very good communication and delivery made within the timeframe I was advised of

Aug 22, 2022

Ryan Storey

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Aug 22, 2022

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Portus Wealth Advisors, LLC overview
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Disclaimer: The information on the Service is provided with the understanding that the Company is not herein engaged in rendering legal, accounting, tax, or other professional advice and services. As such, it should not be used as a substitute for consultation with professional accounting, tax, legal or other competent advisers.