Portus Wealth Advisors

Asset Manager SEC-registered adviser

Legal name: Portus Wealth Advisors, LLC

Charlotte, NC Website

AUM

$204.1M
Regulatory AUM

Private funds

1
Real Estate 1

Private fund assets

$1.8M
Gross asset value

Employees

4

Last Form D raise

—

From SEC Form ADV filing (filed Feb 27, 2026). View on SEC

People(1)

Owners and executive officers named on the firm's SEC Form ADV.

W
William Bissett
Managing Member/Chief Compliance Officer
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Cgp Real Estate Fund I, LPReal Estate$1.8M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
300558
SEC file number
801-120811

Sources