Portfolio Wealth Advisors

Overview

Portfolio Wealth Advisors is an SEC registered investment adviser based in Albuquerque, NM, registered since 2008. It reports $395M in assets under management across 761 accounts, with 3 employees. It has 1 investment adviser representatives.

Reported AUM

$395M

Discretionary

100%

Accounts

761

Average account

$52K

Employees

3

Advisory reps

1

Registered since

2008

Jurisdictions

10

As reported in the firm's January 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 1 of 1

• Lee Eugene Munson Managing Member, Chief Compliance Officer CRD 3039281

Advisory reps 1 of 1

• Lee Eugene Munson Investment Adviser Rep CRD 3039281

Location

Headquarters

6100 Uptown Blvd NE Ste 540
Albuquerque, NM 87110

County

Bernalillo

Metro area

Albuquerque, NM

Region

West

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: portfoliollc.com

Every state, with registration dates

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