Fee-only adviser · Albuquerque, NM
Portfolio Wealth Advisors
Portfolio Wealth Advisors is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Albuquerque, New Mexico. On its latest Form ADV, filed January 7, 2026, it reports $395M in regulatory assets under management, 283 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 145687 · SEC file 801-68615 |
| Office | 6100 Uptown Blvd NE Suite 540 Albuquerque, NM 87110 |
| Phone | (505) 884-3445 |
| Website | www.portfoliollc.com |
| Regulatory assets under management | $395M |
| Individual clients | 189 non-high-net-worth, 94 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 7, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Albuquerque
- John Moore & Associates Inc $1.0B
- Redw Wealth LLC $869M
- Sandia Wealth Management, LLC $193M
- Hanseatic Management Services Inc $174M
- Madrid Wealth Management $212M
- Educated Wallet LLC $13M
See all 14 fee-only advisers in Albuquerque →
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