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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- AtlasFocus +more
- Established Date
- 08-22-2023
- Office Locations
- 1
Office Locations
About Portsalus Wealth Management
PortSalus Wealth Management is a fee-only, fiduciary firm focused on comprehensive planning and wealth management for households nearing retirement (typically 5-10 years out). Services include retirement projections, investment management, tax and estate planning, insurance/risk management, and cash flow and debt guidance, supported by risk profiling and asset allocation work. Supports Schwab-custodied accounts and client planning via RightCapital.
Team overview
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Owner & Executives
JEREMY EVAN PORTNOFF
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #4577877
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Sage Aliyah Vincent
--
- CRD
- #8056292
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,451,656 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,451,656 | -- |
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Separately Managed Accounts
Total SMA Asset: $58,451,656
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $61,935,089 | 19.9% |
| Other | $103,328,892 | 33.2% |
| Cash | $145,967,622 | 46.9% |
| Total | $311,231,603 | 100.0% |