Portus Wealth Advisors Employee Directory

Q: What is Portus Wealth Advisors known for?

Portus Wealth Advisors was founded in 2019. Portus Wealth Advisors operates in the Financial Services industry.

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

Portus Wealth Advisors has approximately 6 employees.

Financial ServicesNorth Carolina, United States2-10 Employees

Portus Wealth Advisors is a Private Wealth Management firm based in Charlotte, NC and serves clients across the country.  Our clients are entrepreneurs and investors looking to better understand how to properly plan so they can be opportunistic while keeping their lifestyle intact.

Find Portus Wealth Advisors employees' phone numbers or email addresses

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

Contact profiles from Portus Wealth Advisors

Name

Title

Contact Info

Location

Last Update

W. B.
President And Founder
Mobile Phone
Email
United StatesNorth Carolina
Dec 03, 2025
J. R.
Director Of Operations
Mobile Phone
Email
United StatesConnecticut
Sep 18, 2024
J. S.
Senior Client Advisor
Mobile Phone
Email
Nov 14, 2023
S. C.
Investment Analyst
Mobile Phone
Email
United StatesNew York
Nov 17, 2025
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. 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 December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, 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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