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PORTSALUS WEALTH MANAGEMENT, LLC

Advisory

MISSION VIEJO, CA

Data as of Aug 25, 2026 · Source: SEC Form ADV

Rank in CA
#3,296
of 5,480 advisers by AUM
Average account
$226K
across 259 accounts
AUM per adviser
$29M
2 advisers

Source: SEC Form ADV. Figures as filed Aug 25, 2026.

Total AUM
$58M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$58M
Discretionary AUM$58M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients58
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, MA, NJ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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