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Managing Member & Chief Compliance Officer · Portfolio Wealth Advisors

Lee E. Munson

CRD 3039281 · Named on Form ADV at one SEC-registered adviser

At a glance

Portfolio Wealth Advisors, an SEC-registered wealth manager based in Albuquerque, NM with $395 million in regulatory assets, lists Lee E. Munson on its Form ADV as Managing Member & Chief Compliance Officer, a control person.

Firms and roles

  • Portfolio Wealth AdvisorsManaging Member & Chief Compliance OfficerWealth manager · Albuquerque, NM · $395M in regulatory assets

AtlasMembers

Lee’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lee’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.