Portfolio Wealth Advisors Employee Directory

Q: What is Portfolio Wealth Advisors known for?

Portfolio Wealth Advisors was founded in 2008. Portfolio Wealth Advisors operates in the Investment Management industry.

Q: How many employees does Portfolio Wealth Advisors have currently?

Portfolio Wealth Advisors has approximately 4 employees.

Investment ManagementUnited States2-10 Employees

Lee Munson, founder, Portfolio Wealth Advisors
Lee’s reputation as a change agent in the financial investment industry began twenty years ago on Wall Street. From growing into one of Wall Street’s leading traders to working with investment firms such as Charles Schwab, Lee saw a great need for a model that focused on the investor’s needs. He formed Portfolio in 2008 with a simple mission: Serve the investor. Offering frequent analysis on networks such as Fox Business, CNBC, CNN, and Fox News, Lee’s frequently rattles the cages of those preferring a less user-friendly wealth management model. Lee’s book, Rigged Money, Beating Wall Street At Its Own Game underscores his commitment to make wealth investment a less stressful experience.

Find Portfolio Wealth Advisors employees' phone numbers or email addresses

Portfolio Wealth Advisors Global Highlights

North America
4

United States Of America
4

South America
3

Brazil
3

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

Contact profiles from Portfolio Wealth Advisors

Name

Title

Contact Info

Location

Last Update

L. M.
Chief Investment Officer
Mobile Phone
Email
United StatesNew Mexico
Aug 26, 2025
M. G.
Manager Operations
Mobile Phone
Email
UNITED STATES
Mar 13, 2023
J. A.
Analyst
Mobile Phone
Email
United StatesNew Mexico
Oct 22, 2024
P. M.
Diretor
Mobile Phone
Email
BrazilRio 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 operates in the Investment Management industry. The company's main headquarters is located in 6100 Uptown Blvd NE, Suite 540 Albuquerque, New Mexico 87110, US; you can contact the 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 . 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 4 employees as of December 2025. These team members are located across 2 continents, including North AmericaSouth America.

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

As of December 2025, 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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