Sakshi Chauhan
Portus Wealth Advisors · Charlotte, North Carolina
Sakshi Chauhan is a fee-only financial advisor at Portus Wealth Advisors in Charlotte, North Carolina. Portus Wealth Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Portus Wealth Advisors |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $204.1M across 528 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 7428821 |
| Exams passed | Series 65 (2022) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.portusadvisors.com |
How Sakshi's firm compares
- Portus Wealth Advisors's average account is about $387,000, from its Form ADV (assets managed divided by 528 accounts).
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Questions about Sakshi
Is Sakshi Chauhan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sakshi holds no broker registration, and Portus Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sakshi charge for financial advice?
Sakshi's firm, Portus Wealth Advisors, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Sakshi Chauhan based?
Sakshi Chauhan is based in Charlotte, North Carolina.
Is Sakshi Chauhan registered with the SEC?
Yes. Sakshi Chauhan is registered as an investment adviser representative in NJ (CRD 7428821), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Portus Wealth Advisors manage?
Portus Wealth Advisors reports $204.1M across 528 accounts in assets under management.
How do I contact Sakshi Chauhan?
Through Sakshi's website, www.portusadvisors.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
- 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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