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PORTSALUS WEALTH MANAGEMENT
PORTSALUS WEALTH MANAGEMENT, LLC
CRD 327857
27201 PUERTA REAL, SUITE 300, MISSION VIEJO, CA, 92691, United States
Phone
949-226-8342
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$58.5M
Discretionary AUM
$58.5M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $21.1M |
| High net worth individuals | 21 | $37.3M |
All web addresses on file
Official SEC filing: View on IAPD