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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-12-2019
- Office Locations
- 2
Office Locations
About Portus Wealth Advisors, LLC
Portus Wealth Advisors is an independent RIA in Charlotte, NC focused on financial planning and investment management for business owners preparing to sell or transition their companies (typically $5M–$50M in revenue). The team combines comprehensive planning—exit and succession planning, retirement, risk management, cash flow, and family governance—with CEPA-led exit planning expertise and specialized software. Portfolios are primarily ETF- and public-fund based, and the firm custodies with Schwab.
Team overview
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Client Personas
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Owner & Executives
WILLIAM BRANTLEY BISSETT
Chief Compliance Officer, Managing Member
- CRD
- #4644966
- Ownership
- 75% or more
John Walter Sanders Jr.
Senior Client Advisor
- CRD
- #6788688
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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SAKSHI CHAUHAN
Investment Analyst
- CRD
- #7428821
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $197,452,450 | $378,261 |
| Non-Discretionary | $6,678,812 | $1,113,135 |
| Total | $204,131,262 | $386,612 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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