Portus Wealth Advisors, LLC
North Carolina
Registered In
01/03/2019
Incorp. Date
Company Summary
Portus Wealth Advisors, LLC at 4432 Canoebrook Rd, Charlotte, Nc 28210 lists William Bissett of Charlotte, NC as the associate.
- Registered In
- North Carolina
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company
- Status
- Current-Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Bissett, William Brantley
Registered Agent
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4432 CANOEBROOK RD, CHARLOTTE, NC 28210
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William Bissett
President
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4432 CANOEBROOK RD, CHARLOTTE, NC 28210
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4432 CANOEBROOK RD, CHARLOTTE, NC 28210
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Financial Information for Portus Wealth Advisors, LLC
Form 5500
PORTUS WEALTH ADVISORS, LLC
4432 Canoebrook Road, Charlotte, Nc 28210 (704) 936-0084 EIN:83-2989249 Plan Admin:William Bissett| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePORTUS WEALTH ADVISORS 401(K) Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$25,464 / $61,933 | 2023 | PORTUS WEALTH ADVISORS 401(K) - Plan #001 | 4 / 4 | $25,464 / $61,933 |
| 2022 | Plan NamePORTUS WEALTH ADVISORS 401(K) Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $25,464 | 2022 | PORTUS WEALTH ADVISORS 401(K) - Plan #001 | 4 / 4 | $0 / $25,464 |
| 2021 | Plan NamePORTUS WEALTH ADVISORS 401(K) Plan #001 Participants BOY/EOY2 / 4 Assets BOY/EOY$0 / $0 | 2021 | PORTUS WEALTH ADVISORS 401(K) - Plan #001 | 2 / 4 | $0 / $0 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
PORTUS WEALTH ADVISORS, LLC
4432 Canoebrook Road, CHARLOTTE, NC 28210-7350| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$13,100 Forgiven$13,234 LenderUnited Community Bank Jobs3 | 04/14/2020 | $13,100 | $13,234 | United Community Bank | 3 |
PPP Loans based on Paycheck Protection Program.
Address Match:4432 Canoebrook Rd Charlotte, NC
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The following government agencies have contributed data:
North Carolina Secretary of State U.S. Department of Labor U.S. Small Business Administration
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