Senior Client Advisor · Portus Wealth Advisors, LLC
John W. Sanders
CRD 6788688 · Named on Form ADV at one SEC-registered adviser
At a glance
Portus Wealth Advisors, LLC, an SEC-registered wealth manager based in Charlotte, NC with $204 million in regulatory assets, lists John W. Sanders on its Form ADV as Senior Client Advisor.
Firms and roles
- Portus Wealth Advisors, LLCSenior Client AdvisorWealth manager · Charlotte, NC · $204M in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- William B. BissettManaging Member/chief Compliance Officer, Portus Wealth Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.