# PORTUS WEALTH ADVISORS, LLC

PORTUS WEALTH ADVISORS, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 300558
- Type: SEC-registered investment adviser
- SEC file number: 801-120811
- Location: 511 EAST BLVD, CHARLOTTE, NC, 28203
- Phone: 704-936-0084
- Latest filing: 2026-02-27
- Regulatory AUM: $204.1M
- Discretionary AUM: $197.5M
- Non-discretionary AUM: $6.7M
- Clients: 4
- Accounts: 528

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Charities, Investment cos

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| William Brantley Bissett | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| John Walter Sanders | SENIOR CLIENT ADVISOR | — |
| BISSETT WILLIAM BRANTLEY | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300558/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300558/similar
- Related entities: https://search.stillhousedata.com/firm/300558/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300558

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.