Investment adviser representative · Portus Wealth Advisors, LLC
Sakshi Chauhan
CRD 7428821 · Charlotte, NC
At a glance
Sakshi Chauhan is an investment adviser representative with Portus Wealth Advisors, LLC in Charlotte, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sakshi’s SEC record dates to 2022, about 4 years ago.
Current advisory firm
- Portus Wealth Advisors, LLCSince March 2026Charlotte, NC · $204M in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Sakshi’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Portus Wealth Advisors, LLC
- William B. BissettCharlotte · Certified Financial Planner
- John W. Sanders Jr.Charlotte · Certified Financial Planner
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