Lee Munson
Portfolio Wealth Advisors · Albuquerque, New Mexico
Lee Munson is a fee-only financial advisor at Portfolio Wealth Advisors in Albuquerque, New Mexico, who holds the CFP and CFA credentials. Portfolio Wealth Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Portfolio Wealth Advisors |
|---|---|
| Based in | Albuquerque, New Mexico |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $395.5M across 761 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NM · CRD 3039281 |
| Exams passed | Series 63 (1998) · Series 66 (2002) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.portfoliollc.com |
| Profile |
How Lee's firm compares
- Portfolio Wealth Advisors's average account is about $520,000, from its Form ADV (assets managed divided by 761 accounts).
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Questions about Lee
Is Lee Munson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lee holds no broker registration, and Portfolio Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lee charge for financial advice?
Lee's firm, Portfolio Wealth Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Lee Munson based?
Lee Munson is based in Albuquerque, New Mexico.
What credentials does Lee Munson hold?
Lee Munson holds the CFP and CFA credentials.
Is Lee Munson registered with the SEC?
Yes. Lee Munson is registered as an investment adviser representative in NM (CRD 3039281), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Portfolio Wealth Advisors manage?
Portfolio Wealth Advisors reports $395.5M across 761 accounts in assets under management.
How do I contact Lee Munson?
Through Lee's website, www.portfoliollc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Portfolio Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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