PORTSALUS WEALTH MANAGEMENT

PORTSALUS WEALTH MANAGEMENT of MISSION VIEJO, CA is an SEC-registered investment adviser (CRD 327857). Regulatory assets under management: $58.5M.

Registration

• CRD: 327857
• Type: Registered investment adviser
• Location: 27201 PUERTA REAL, MISSION VIEJO, CA, 92691
• Phone: 949-226-8342
• Latest filing: 2026-07-22
• Regulatory AUM: $58.5M
• Discretionary AUM: $58.5M
• Clients: 2
• Accounts: 259

Business model

Compensation: % of AUM, 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 327857 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search