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PORTUS WEALTH ADVISORS, LLC

EIN 83-2989249-financial services-Latest filing 2025
Plans
1
Retirement
1
$198K assets
Welfare
0
Participants
5
4432 CANOEBROOK ROAD - CHARLOTTE, NC 28210704-936-0084portusadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$198K - 5 part

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Retirement#001

PORTUS WEALTH ADVISORS 401(K)

401k

Assets$198K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PORTUS WEALTH ADVISORS 401(K)401k$198K52025
Retirement plans
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