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 5 employees.

Financial ServicesNorth Carolina, United States2-10 Employees

Portus Wealth Advisors is the strategic partner for founders and investors who have outgrown standard financial advice.

Based in Charlotte, NC, and serving clients nationwide, we specialize in guiding owners of $5M–$50M businesses through their most critical financial transitions. We act as your Personal CFO, helping you monetize your life's work, navigate liquidity events, and architect a legacy that goes beyond the balance sheet.

Your business was the first act. We help you plan the Encore.

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

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
May 21, 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
Jan 24, 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. 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 5 employees as of February 2026. These team members are located across 1 continents, including North America.

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

As of February 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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