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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Radial emberRadial
- Established Date
- 04-20-2018
- Office Locations
- 1
Office Locations
About Porter Wealth Management, LLC
Porter Wealth Management, LLC is an Atlanta-based RIA led by Justin T. Porter, providing comprehensive, fiduciary financial planning for families and business owners—integrating tax planning, estate planning, risk/insurance, retirement income, and business succession. Portfolios emphasize ETF-based allocation with complementary fixed income and are custodied primarily at Schwab. Full-scope fiduciary duty applies to all advice, not just select services.
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Owner & Executives
JUSTIN T PORTER
Advisor, Chief Compliance Officer, WEALTH ADVISOR
- CRD
- #6483014
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,012,125 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,012,125 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,012,125
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,763,353,762 | 31.0% |
| U.S. Government/Agency | $2,914,892,517 | 32.7% |
| Cash | $3,235,798,114 | 36.3% |
| Total | $8,914,044,393 | 100.0% |