$395.5M Total AUM
$395.5M Disc. AUM
11.2% 3Y CAGR
3 Employees
283 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Optima harbor
- Established Date
- 01-02-2008
- Office Locations
- 1
Office Locations
6100 Uptown Blvd NE Suite 540 Albuquerque NM
About Portfolio Wealth Advisors
Portfolio Wealth Advisors is an Albuquerque, NM registered investment adviser serving retail and institutional clients with financial planning, asset management, portfolio construction, and insurance planning. The firm emphasizes asset-allocation portfolios implemented primarily with mutual funds and ETFs, with some real estate exposure. Client accounts are custodied at Charles Schwab and the firm uses Advyzon.
Team overview
49 AVG AGE
$395.5M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
18.6 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Value harbor
Custodian
Foundation wave Optima
Investment Themes
Horizon crest
Investment Vehicles
Matrix vital
Platform
Catalyst ridge
Services
Wave atlas Optima Vertex peak Alpha
Technology
Harbor
Owner & Executives
LEE EUGENE MUNSON
Chief Compliance Officer, Managing Member
- CRD
- #3039281
- Ownership
- 75% or more
(407) 479-9391
vertex.bridge@alphacapital.com
in linkedin.com/in/momentum-foundation
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $395,456,386 | $519,654 |
| Non-Discretionary | $0 | -- |
| Total | $395,456,386 | $519,654 |
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Separately Managed Accounts
Total SMA Asset: $395,456,386
Public Funds:
21.2% Equity - Exchange:
6.7% Cash:
18.5% Corporate - Investment Grade:
19.4% Municipal Bonds:
11.8% U.S. Government/Agency:
22.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,576,271,843 | 21.2% |
| Equity - Exchange | $498,161,384 | 6.7% |
| Cash | $1,375,520,241 | 18.5% |
| Corporate - Investment Grade | $1,442,437,442 | 19.4% |
| Municipal Bonds | $877,358,856 | 11.8% |
| U.S. Government/Agency | $1,665,494,778 | 22.4% |
| Total | $7,435,244,544 | 100.0% |