What departments does Portus Wealth Advisors have?

Portus Wealth Advisors has employees across 3 departments including Operations, Analytics, Marketing.

What is the largest department at Portus Wealth Advisors?

The largest department at Portus Wealth Advisors is Operations with 1 employees.

Where are Portus Wealth Advisors employees located globally?

Portus Wealth Advisors has employees across 1 continents and 1 countries including United States Of America.

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

Portus Wealth Advisors's team has remained stable from approximately 6 to 6 employees based on available data.

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Portus Wealth Advisors Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Portus Wealth Advisors is a financial services firm that provides strategic financial guidance for founders and investors who have outgrown standard advice. Based in Charlotte, North Carolina, the firm serves clients across the United States and acts as a personal chief financial officer, helping clients monetize their life’s work, manage liquidity events, and design a legacy that extends beyond the balance sheet. 

The practice focuses on owners of mid-sized businesses, guiding them through critical financial transitions and liquidity events. With a small team, Portus Wealth Advisors emphasizes tailored planning and continuity for the enterprise, reinforcing the owner’s role as a long-term steward of wealth. The firm operates within the financial services and wealth advisory landscape and serves nationwide from its Charlotte base.

Portus Wealth Advisors Global Highlights

North America
6

United States Of America
6

Portus Wealth Advisors's Leadership

W. B.
President And Founder
Mobile Phone
Email
J. R.
Director Of Operations
Mobile Phone
Email
J. S.
Senior Client Advisor
Mobile Phone
Email
S. C.
Investment Analyst
Mobile Phone
Email
B. B.
Marketing Specialist
Mobile Phone
Email

Portus Wealth Advisors Employee Metrics

100%

50%

2026

2025

Banking
Business
Finance
Accounting
Administrative
Other

Contact profiles from Portus Wealth Advisors

Name

Title

Contact Info

Location

Last Update

W. B.
President And Founder
Mobile Phone
Email
United StatesNorth Carolina
Jun 24, 2026
J. R.
Director Of Operations
Mobile Phone
Email
United StatesConnecticut
Sep 18, 2024
J. S.
Senior Client Advisor
Mobile Phone
Email
Jun 03, 2026
S. C.
Investment Analyst
Mobile Phone
Email
United StatesNew Jersey
Jun 08, 2026
B. B.
Marketing Specialist
Mobile Phone
Email
United StatesNorth Carolina
Oct 30, 2025

Frequently Asked Questions

What is Portus Wealth Advisors known for?

Portus Wealth Advisors was founded in 2019 operates in the Financial Services industry. The company's main headquarters is located in Charlotte, North Carolina 28210 United States. Explore Portus Wealth Advisors's company overview page for more information.

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

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

How many employees does Portus Wealth Advisors have currently?

Portus Wealth Advisors has approximately 6 employees as of May 2026. These team members are located across 1 continents, including North America.

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

As of May 2026, Portus Wealth Advisors's key employees include:

President And Founder: W. B.
Director Of Operations: J. R.
Senior Client Advisor: J. S.
Investment Analyst: S. C.
Marketing Specialist: B. B.

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Portus Wealth Advisors Employee Directory

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