{ "crd_number": 294135, "slug": "porter-wealth-management-llc-atlanta-ga-294135", "primary_business_name": "PORTER WEALTH MANAGEMENT, LLC", "legal_name": "PORTER WEALTH MANAGEMENT, LLC", "dbas": [], "city": "Atlanta", "state": "GA", "country": "United States", "cbsa_code": "12060", "metro": { "cbsa_code": "12060", "common_name": "Atlanta", "msa_name": "Atlanta-Sandy Springs-Roswell, GA", "path": "/advisors/ga/atlanta" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2018-04-20", "years_registered": 8, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 12012125.0, "raum_discretionary": 12012125.0, "raum_non_discretionary": 0.0, "raum_band": "under_25m", "raum_band_label": "Under $25 million", "total_employees": 1, "advisory_employees": 1, "client_count_bucket": null, "clients_by_type": { "other": { "raum": 0.0, "count": 0 }, "charitable": { "raum": 2100.0, "count": 2 }, "individuals": { "raum": 275480.0, "count": 7 }, "banking_thrift": { "raum": 0.0, "count": 0 }, "state_municipal": { "raum": 0.0, "count": 0 }, "insurance_companies": { "raum": 0.0, "count": 0 }, "investment_companies": { "raum": 0.0, "count": 0 }, "pension_profit_sharing": { "raum": 326805.0, "count": 1 }, "other_investment_advisers": { "raum": 0.0, "count": 0 }, "high_net_worth_individuals": { "raum": 11407740.0, "count": 13 }, "pooled_investment_vehicles": { "raum": 0.0, "count": 0 }, "corporations_other_businesses": { "raum": 0.0, "count": 0 }, "business_development_companies": { "raum": 0.0, "count": 0 }, "sovereign_wealth_foreign_official": { "raum": 0.0, "count": 0 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 1, "states_registered": [ "GA", "NC", "OH", "TN" ], "websites": [ "https://facebook.com/JUSTIN.PORTER.1426", "https://facebook.com/pg/PorterWealthMgmt/about", "https://instagram.com/justinporter511", "https://linkedin.com/IN/JUSTINPORTERCFP", "https://linkedin.com/company/porter-wealth-management-llc", "https://porterwealthmanagement.outgrow.us/financialplanquiz", "https://porterwm.com", "https://twitter.com/JPORTER_JUSTIN?LANG=EN" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/294135", "disclosure_items": [ { "item": "11.F", "question": "Has an authorization to act as an attorney, accountant, or federal contractor granted to the firm or an advisory affiliate ever been revoked or suspended?" } ], "city_as_filed": "ATLANTA", "url": "https://advisorcensus.com/firm/porter-wealth-management-llc-atlanta-ga-294135", "display_name": "Porter Wealth Management, LLC", "summary": "Porter Wealth Management, LLC is a state-registered investment advisory firm in Atlanta, GA, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Porter Wealth Management, LLC (CRD 294135): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses" ], "quick_answers": [ { "q": "How is Porter Wealth Management, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Porter Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Porter Wealth Management, LLC located?", "a": "Porter Wealth Management, LLC's principal office is in Atlanta, GA, according to its Form ADV." }, { "q": "Is Porter Wealth Management, LLC registered with the SEC or a state?", "a": "Porter Wealth Management, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 294135." }, { "q": "How much does Porter Wealth Management, LLC manage?", "a": "Porter Wealth Management, LLC reports $12,012,125 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "What types of clients does Porter Wealth Management, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (13); individuals (other than high net worth individuals) (7); charitable organizations (2)." }, { "q": "Does Porter Wealth Management, LLC report any disciplinary disclosures?", "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.F (authorization as an attorney, accountant, or federal contractor revoked or suspended). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/294135" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/porter-wealth-management-llc-atlanta-ga-294135.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 7, "fewer_than_5": false, "raum": 275480.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 13, "fewer_than_5": false, "raum": 11407740.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "business_development_companies", "label": "Business development companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 1, "fewer_than_5": false, "raum": 326805.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 2, "fewer_than_5": false, "raum": 2100.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "other", "label": "Other", "count": 0, "fewer_than_5": false, "raum": 0.0 } ], "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/294135", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }