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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-02-2008
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between January 10, 2025 and January 7, 2026, reported AUM increased 6.0%, from $373.2M to $395.5M.
Across 5 reported observations, AUM increased 38.8% between November 30, 2022 and January 7, 2026, from $285.0M to $395.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 283 clients, or 283 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on January 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
LEE EUGENE MUNSON
Chief Compliance Officer, Managing Member
- CRD
- #3039281
- Ownership
- 75% or more
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| 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
SMA allocation detail is available
Portfolio Wealth Advisors has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.