Portus Wealth Advisors, Llc
- Regulatory AUM
- $204M
- Discretionary
- $197M
- Clients
- 137
- Avg AUM / client
- $1.5M
- Accounts
- 528
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 87 | $24.4M | 12.0% |
| High net worth individuals | 48 | $175M | 85.9% |
| Charitable organizations | 1 | $1.6M | 0.79% |
| Insurance companies | 1 | $2.7M | 1.32% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Pacific Medical, Inc. 401(k) Plan Pacific Medical, Inc. | 2024 | |
| The Kelleher Corporation Retirement Savings Plan The Kelleher Corporation | San Rafael, CA | 2024 |
| Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan And Trust Gary D. Nelson Associates, Inc. | 2024 | |
| Compass Family Services Retirement Plan Compass Family Services | 2024 | |
| Compass Family Services 403(b) Plan Compass Family Services | 2024 | |
| Cello & Maudru Construction Company, Inc. 401(k) Profit Sharing Plan Cello & Maudru Construction Company, Inc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Brantley Bissett | Managing Member/Chief Compliance Officer | CFP | Jan 2019 (8y) | 75% or more |
| John Walter Sanders | Registered representative | CFP | Aug 2021 (5y) | |
| Sakshi Chauhan | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Pacific Medical, Inc. 401(k) Plan | Pacific Medical, Inc. | 416 | $21.9M | 01/01/2024 |
| The Kelleher Corporation Retirement Savings Plan | The Kelleher Corporation | 288 | $25.8M | 01/01/2024 |
| Gary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan And Trust | Gary D. Nelson Associates, Inc. | 519 | $16.8M | 01/01/2024 |
| Compass Family Services Retirement Plan | Compass Family Services | 122 | $4.4M | 01/01/2024 |
| Compass Family Services 403(b) Plan | Compass Family Services | 193 | $5.0M | 01/01/2024 |
| Cello & Maudru Construction Company, Inc. 401(k) Profit Sharing Plan | Cello & Maudru Construction Company, Inc. | 139 | $12.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/27/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $201M (98% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 27, 2026.
View current Form ADV (SEC/IAPD) ↗