PORTUS WEALTH ADVISORS, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 300558). Regulatory assets under management: $204.1M.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Charities, Investment cos.
| 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 | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| CGP REAL ESTATE FUND I, LP | Real Estate Fund | Delaware | 18 | $1.8M | $100K |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 704-936-0084 |
| — | — | 1 | 704-936-0084 |