9AT: PORTFOLIO WEALTH ADVISORS

Adviser Profile

As of Date	01/07/2026
Registration	SEC, Approved, 01/02/2008
ADV Location	ALBUQUERQUE, NM, United States
Contact Info	505 xxxxxxx
Websites

AUM^*	395,456,386 30%
of that, discretionary	395,456,386 30%
Number of Employees	3
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	519,654 23%
% High Net Worth	32.75% 1%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Other investment advisers

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser THE BENDIX FINANCIAL GROUP, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM196.6m	#Funds-
Adviser NOTE ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM437.0m	#Funds-
Adviser BLUE SUMMIT WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM211.4m	#Funds-
Adviser TIM LOONEY INVESTMENTS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM490.3m	#Funds-
Adviser BEACON FINANCIAL PLANNING, INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM397.1m	#Funds-
Adviser CARNEGIE WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM357.1m	#Funds-
Adviser ELIOT ROSE WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM186.3m	#Funds-
Adviser HFM INVESTMENT ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM493.1m	#Funds-
Adviser BURRUS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM240.7m	#Funds-
Adviser LINDAHL & MANSAGER INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM213.7m	#Funds-

Brochure Summary

Overview

The principal business of PLLC is furnishing investment advisory services to clients. This activity includes continuous advice concerning investment of funds consistent with the circumstances, preferences, and objectives of each client. The investment management process includes an assessment of each client’s investment goals, risk and return objectives, needs, restrictions, and portfolio holdings. We attempt to structure each client’s investment program in the context of these considerations. PLLC also writes an Investment Policy Statement (IPS), which is provided initially and then reviewed as needed with each client. The IPS details any special circumstances, unique preferences, and portfolio restrictions that a client wishes to impose. As of August 5th, 2023 PLLC, managed $301,350,705 in client assets. PLLC manages accounts on a

fully discretionary basis using wrap-fee programs. PLLC receives fees for managing client’s investments. Management fees are billed quarterly in arrears. Fees are directly deducted from the clients’ accounts through the qualified custodian holding the assets. Please refer to our Wrap Fee Program Brochure for more detailed information on our wrap-fee programs. In addition, PLLC does provide financial consulting services to legal counsel. PLLC does not compensate law firms for client referrals and no fee sharing relationship exists between PLLC and any law firm. It is PLLC's discretion to work with a client referred by a law firm and not all referrals are accepted. Lee Munson, CFP®, CFA is primarily responsible for performing the Services in this matter. PLLC is owned by Lee E. Munson, CFA, CFP®, who founded PLLC in January 2008.

PORTFOLIO WEALTH ADVISORS

PORTFOLIO WEALTH ADVISORS

PORTFOLIO ASSET MANAGEMENT

PORTFOLIO, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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PORTFOLIO WEALTH ADVISORS PORTFOLIO WEALTH ADVISORS PORTFOLIO ASSET MANAGEMENT PORTFOLIO, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

PORTFOLIO WEALTH ADVISORS

PORTFOLIO WEALTH ADVISORS

PORTFOLIO ASSET MANAGEMENT

PORTFOLIO, LLC