Wealth Manager
    SEC Registered
    Manages Private Funds

    Portfolio Wealth Advisors

    Registered investment advisor · Albuquerque, New Mexico · CRD #145687

    Assets Under Management
    $395M
    Client Accounts
    761
    Employees
    3
    CRD Number
    145687
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Portfolio Wealth Advisors

    Portfolio Wealth Advisors offers investment management and financial planning through a wrap fee program, providing continuous portfolio monitoring and annual reviews. Based in Albuquerque, New Mexico, the firm also assists clients in achieving financial goals with tailored investment strategies.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Portfolio Wealth Advisors

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Portfolio Wealth Advisors's AUM?

    Portfolio Wealth Advisors reports approximately $395M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Portfolio Wealth Advisors headquartered?

    Portfolio Wealth Advisors is headquartered in Albuquerque, New Mexico.

    What is Portfolio Wealth Advisors's CRD number?

    Portfolio Wealth Advisors's CRD number is 145687. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Portfolio Wealth Advisors manage?

    Portfolio Wealth Advisors manages approximately 761 client accounts according to its latest SEC filing.

    Is Portfolio Wealth Advisors SEC registered?

    Yes, Portfolio Wealth Advisors is registered with the SEC as an investment adviser with an approved registration status.

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