PORTER WEALTH MANAGEMENT, LLC

PORTER WEALTH MANAGEMENT, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 294135). Regulatory assets under management: $12.0M.

Registration

• CRD: 294135
• Type: Registered investment adviser
• Location: 2318 1ST AVE, ATLANTA, GA, 30317
• Phone: 540-270-7542
• Latest filing: 2026-03-31
• Regulatory AUM: $12.0M
• Discretionary AUM: $12.0M
• Clients: 1
• Accounts: 91

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 294135 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search