DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PORTFOLIO WEALTH ADVISORS

PORTFOLIO, LLC, CRD 145687

ALBUQUERQUE, NM

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ec2225e3-2b9b-888a-ea14-f4e542969cf2

Data as of Jan 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 2, 2012 to Jan 7, 2026
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.01 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $395MItem 5.F on the latest filing (2026-01-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $395M
Private client RAUM: $393MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $395Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 761
Individual clients: 189
High net worth clients: 94
SEC number: 801-68615
CRD: 145687
Filings on the tape: 27
First filed: Apr 2, 2012
Latest filed: Jan 7, 2026
Organised: Limited Liability Company, NM
Website: portfoliollc.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LEE EUGENE MUNSON	Certified Financial Planner\|Chartered Financial Analyst	ALBUQUERQUE, NM	18	28	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MUNSON, LEE, EUGENE	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	yes	01/2008	Apr 2, 2012	Feb 14, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 7, 2026	$395M	$395M	3	1	0	n/a	n/a
2024	Jan 10, 2025	$373M	$373M	3	1	0	n/a	n/a
2023	Jan 4, 2024	$304M	$304M	3	1	0	n/a	n/a
2022	Jan 4, 2023	$258M	$258M	3	1	0	n/a	n/a
2021	Jan 14, 2022	$285M	$285M	3	1	0	n/a	n/a
2020	Jan 12, 2021	$216M	$216M	4	2	0	n/a	n/a
2019	Feb 10, 2020	$158M	$158M	4	1	0	n/a	n/a
2018	Mar 6, 2019	$159M	$159M	4	1	0	n/a	n/a
2017	Jan 25, 2018	$264M	$264M	5	2	1	n/a	n/a
2016	Jan 10, 2017	$245M	$245M	5	5	n/a	n/a	n/a
2015	Feb 12, 2016	$207M	$207M	5	5	n/a	n/a	n/a
2014	Feb 4, 2015	$219M	$219M	4	4	n/a	n/a	n/a
2013	Mar 12, 2014	$209M	$209M	5	5	n/a	n/a	n/a
2012	Mar 26, 2013	$175M	$175M	6	6	n/a	n/a	n/a
2011	Apr 2, 2012	$177M	$176M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$395M	$373M	6.0%	$258M	15.3%	3	3	0	0

Relationships

Registered with (5)

← LEE EUGENE MUNSONAdvisorregistration: current employment
Jan 2, 2008 to presentfactForm ADV
← MARIA KATHARINE STALTERAdvisorregistration: previous registration
Oct 16, 2012 to Sep 16, 2014factForm ADV
← JARED MICHAEL HOPKINSAdvisorregistration: previous registration
Sep 26, 2011 to Jul 14, 2014factForm ADV
← BRYAN ROBERT GIRONAdvisorregistration: previous registration
Aug 10, 2011 to Aug 19, 2013factForm ADV
← NANCY A HETRICKAdvisorregistration: previous registration
May 5, 2011 to Oct 1, 2012factForm ADV

Controls (1)

← MUNSON, LEE, EUGENEOwnerMANAGING MEMBER & CHIEF COMPLIANCE OFFICER, ownership code E, individual
Apr 2, 2012 to Feb 14, 2024factForm ADV

Dated events

Occurred
Mar 6, 2019
Regulatory AUM changed
Portfolio Wealth Advisors reported RAUM $158.7M, down 40% from $264.3M (2018-01-25 to 2019-03-06)
Form ADVobserved 6 days ago
$-106M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ec2225e3-2b9b-888a-ea14-f4e542969cf2
First observed: Apr 2, 2012
Last observed: Jan 7, 2026 8 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PORTFOLIO WEALTH ADVISORS

PORTFOLIO, LLC, CRD 145687

ALBUQUERQUE, NM

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ec2225e3-2b9b-888a-ea14-f4e542969cf2

Data as of Jan 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:20 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LEE EUGENE MUNSON

Certified Financial Planner|Chartered Financial Analyst

ALBUQUERQUE, NM

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MUNSON, LEE, EUGENE

MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

yes

01/2008

Apr 2, 2012

Feb 14, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 7, 2026

$395M

n/a

2024

Jan 10, 2025

$373M

n/a

2023

Jan 4, 2024

$304M

n/a

2022

Jan 4, 2023

$258M

n/a

2021

Jan 14, 2022

$285M

n/a

2020

Jan 12, 2021

$216M

n/a

2019

Feb 10, 2020

$158M

n/a

2018

Mar 6, 2019

$159M

n/a

2017

Jan 25, 2018

$264M

n/a

2016

Jan 10, 2017

$245M

n/a

2015

Feb 12, 2016

$207M

n/a

2014

Feb 4, 2015

$219M

n/a

2013

Mar 12, 2014

$209M

n/a

2012

Mar 26, 2013

$175M

n/a

2011

Apr 2, 2012

$177M

$176M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$395M

$373M

6.0%

$258M

15.3%