Portfolio Medics, LLC

Public-record details

Address

27499 Riverview Center Blvd, Suite 406, Bonita Springs, FL 34134

Phone

(239) 444-1766

Listed under

Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting

CRD number

145958

Registration

SEC registered since 2018-08-16

Compensation (Form ADV 5.E)

Percentage of assets under management; Hourly charges; Fixed fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers

Regulatory assets under management

$780.5 million

Accounts managed

3,805

Clients reported (Form ADV 5.D)

2,929

Individual / high-net-worth clients

2,890 / 39

Employees

75

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-09-14

SEC registered investment adviser, CRD 145958, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 145958 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.