Portfolio Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$393,390,183
Clients
283
33% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
283
Very HighAverage account size
$1,390,071
About
Portfolio Wealth Advisors provides discretionary portfolio management and investment advisory services to a broad mix of clients, including individuals (both non‑HNW and high‑net‑worth), family offices, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm also provides financial consulting and expert‑witness services to legal counsel and documents client objectives and constraints in written Investment Policy Statements.
The firm uses a combination of fundamental and technical analysis and constructs portfolios primarily with exchange‑traded funds, implementing portfolios on a fully discretionary, wrap‑fee basis. Model strategies are reviewed monthly and client accounts may be rebalanced monthly, while client‑specific or legacy positions outside the models are reviewed on an annual basis.
What is noteworthy about the firm is its scale relative to advisor count — managing roughly $395 million with a single‑advisor structure and serving several hundred client relationships — and its role as a wrap‑fee program sponsor through Schwab’s institutional program, which the firm uses for custody, execution, and related support services. The firm also does not vote proxies on clients’ behalf (clients retain proxy voting responsibility) and maintains a separate business line providing expert consulting to legal counsel.
Client services
Financial planning
Portfolio management
Financial consulting services
Expertise
Wealth management
Fee options
$250,000 - $999,999: 1.5% $1,000,000 - $4,999,999: 1.1% $5,000,000+: 0.85%
$500 per hour for Financial Consulting Services (Expert Witness) to Legal Counsel
Account minimum: $1,500,000 Fee-only: All accounts are fee-only, no commissions.
Main office location
Portfolio Wealth Advisors
6100 Uptown Blvd Ne, Suite 540
Albuquerque NM 87110, United States
Number of offices
1
Most active in
Portfolio Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Colorado · Florida · Nevada · New Hampshire · New Mexico · New York · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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