What departments does Portfolio Wealth Advisors have?

Portfolio Wealth Advisors has employees across 3 departments including Finance, Operations, Analytics.

What is the largest department at Portfolio Wealth Advisors?

The largest department at Portfolio Wealth Advisors is Finance with 1 employees.

Where are Portfolio Wealth Advisors employees located globally?

Portfolio Wealth Advisors has employees across 2 continents and 2 countries including United States Of America, Brazil.

How has Portfolio Wealth Advisors's team size changed over time?

Portfolio Wealth Advisors's team has remained stable from approximately 3 to 3 employees based on available data.

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Portfolio Wealth Advisors Employee Directory

Investment ManagementNew Mexico, United States2-10 Employees

Portfolio Wealth Advisors is an investment management firm based in Albuquerque, New Mexico. Founded in 2008 by Lee Munson, the firm pursues an investor-focused approach designed to align services with individual client needs. Drawing on Munson's twenty years on Wall Street, including leadership roles with major firms, the firm emphasizes clear, investor-oriented analysis and commentary, including frequent appearances on financial news networks. As a small firm in the investment management industry, Portfolio Wealth Advisors serves investors seeking guidance in wealth management. Munson has authored a book arguing for a less stressful approach to wealth investment, illustrating a philosophy that informs the firm's practice. Overall, the firm positions itself as investor-focused within Albuquerque's financial services landscape.

Portfolio Wealth Advisors Global Highlights

North America
5

United States Of America
5

South America
1

Brazil
1

Portfolio Wealth Advisors's Leadership

L. M.
Chief Investment Officer
Mobile Phone
Email
M. G.
Manager Operations
Mobile Phone
Email
J. A.
Analyst
Mobile Phone
Email
P. M.
Diretor
Mobile Phone
Email
P. V.
Mobile Phone
Email

Portfolio Wealth Advisors Employee Metrics

100%

50%

2026

2025

Banking
Finance
Other

Contact profiles from Portfolio Wealth Advisors

Name

Title

Contact

Location

Last Update

L. M.
Chief Investment Officer
Mobile Phone
Email
United States, New Mexico
Jun 26, 2026
M. G.
Manager Operations
Mobile Phone
Email
UNITED STATES
Mar 13, 2023
J. A.
Analyst
Mobile Phone
Email
United States, New Mexico
Aug 05, 2024
P. M.
Diretor
Mobile Phone
Email
Brazil, Rio De Janeiro
Feb 23, 2024
P. V.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Portfolio Wealth Advisors known for?

Portfolio Wealth Advisors was founded in 2008 and operates in the Investment Management industry. You can contact Portfolio Wealth Advisors's main corporate office by phone at

+1-505-884-****

. Explore Portfolio Wealth Advisors's company overview page for more information.

What is Portfolio Wealth Advisors's most common email format?

Portfolio Wealth Advisors employees' email format typically follows the pattern of First@portfoliollc.com. Trying to find reliable and up-to-date employee contact data? Find more Portfolio Wealth Advisors email formats with LeadIQ.

How many employees does Portfolio Wealth Advisors have currently?

Portfolio Wealth Advisors has approximately 3 employees as of September 2026. These team members are located across 2 continents, including North America and South America.

Who are Portfolio Wealth Advisors's key employees and leadership?

As of September 2026, Portfolio Wealth Advisors's key employees include:

Chief Investment Officer: L. M.
Manager Operations: M. G.
Analyst: J. A.
Diretor: P. M.
: P. V.

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Portfolio Wealth Advisors Employee Directory

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