Active
PORTFOLIO WEALTH ADVISORS
Investment Advice|ALBUQUERQUE, NM
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$373.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 373.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 145687 |
| SEC Number | 801-68615 |
| Street Address | 6100 UPTOWN BLVD NE |
| Street Address 2 | SUITE 540 |
| Location | ALBUQUERQUE, NM 87110 |
| Country | United States |
| Phone | 505-884-3445 |
| Fax | 505-884-3505 |
| Total Employees | 3 |
Client Count by Type (282 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 170 |
| High Net Worth Individual… | 112 |
Community Partners
CITY OF ALBUQUERQUE
COUNTY OF BERNALILLO
VILLAGE OF LOS RANCHOS DE ALBUQUERQUE
VILLAGE OF TIJERAS
CITY OF ALBUQUERQUE
COUNTY OF BERNALILLO
VILLAGE OF LOS RANCHOS DE ALBUQUERQUE
VILLAGE OF TIJERAS
CITY OF ALBUQUERQUE
COUNTY OF BERNALILLO
VILLAGE OF LOS RANCHOS DE ALBUQUERQUE
VILLAGE OF TIJERAS
Municipal Government
4 Active
4
Organizations
ACEQUIA MADRE DE CARNUEL DITCH ASSOCIATION
ALBUQUERQUE BERNALILLO COUNTY WATER UTILITY AUTHORITY
ALBUQUERQUE FIRE RESCUE
ALBUQUERQUE METROPOLITAN ARROYO FLOOD CONTROL AUTHORITY
ATRISCO LAND GRANT
BERNALILLO COUNTY HOUSING AUTH
CANON DE CARNUEL LAND GRANT ASSOCIATION
CARNUEL MUTUAL DOMESTIC WATER AND WASTEWATER ASSOCIATION
CHILILI LAND GRANT
CIUDAD SOIL AND WATER CONSERVATION DISTRICT
ENVIRONMENTAL HEALTH DEPARTMENT
MIDDLE RIO GRANDE CONSERVANCY DISTRICT
MONTECITO ESTATES PUBLIC IMPROVEMENT DISTRICT
RANCHOS DE PLACITAS WATER AND SANITATION DISTRICT
RIO METRO REGIONAL TRANSIT DISTRICT
SALTILLO PUBLIC IMPROVEMENT DISTRICT
ACEQUIA MADRE DE CARNUEL DITCH ASSOCIATION
ALBUQUERQUE BERNALILLO COUNTY WATER UTILITY AUTHORITY
ALBUQUERQUE FIRE RESCUE
ALBUQUERQUE METROPOLITAN ARROYO FLOOD CONTROL AUTHORITY
ATRISCO LAND GRANT
BERNALILLO COUNTY HOUSING AUTH
CANON DE CARNUEL LAND GRANT ASSOCIATION
CARNUEL MUTUAL DOMESTIC WATER AND WASTEWATER ASSOCIATION
CHILILI LAND GRANT
CIUDAD SOIL AND WATER CONSERVATION DISTRICT
ENVIRONMENTAL HEALTH DEPARTMENT
MIDDLE RIO GRANDE CONSERVANCY DISTRICT
MONTECITO ESTATES PUBLIC IMPROVEMENT DISTRICT
RANCHOS DE PLACITAS WATER AND SANITATION DISTRICT
RIO METRO REGIONAL TRANSIT DISTRICT
SALTILLO PUBLIC IMPROVEMENT DISTRICT
ACEQUIA MADRE DE CARNUEL DITCH ASSOCIATION
ALBUQUERQUE BERNALILLO COUNTY WATER UTILITY AUTHORITY
ALBUQUERQUE FIRE RESCUE
ALBUQUERQUE METROPOLITAN ARROYO FLOOD CONTROL AUTHORITY
ATRISCO LAND GRANT
BERNALILLO COUNTY HOUSING AUTH
CANON DE CARNUEL LAND GRANT ASSOCIATION
CARNUEL MUTUAL DOMESTIC WATER AND WASTEWATER ASSOCIATION
CHILILI LAND GRANT
CIUDAD SOIL AND WATER CONSERVATION DISTRICT
ENVIRONMENTAL HEALTH DEPARTMENT
MIDDLE RIO GRANDE CONSERVANCY DISTRICT
MONTECITO ESTATES PUBLIC IMPROVEMENT DISTRICT
RANCHOS DE PLACITAS WATER AND SANITATION DISTRICT
RIO METRO REGIONAL TRANSIT DISTRICT
SALTILLO PUBLIC IMPROVEMENT DISTRICT
Special District
16 Active
16
Organizations
ACE LEADERSHIP HIGH SCHOOL
ALBUQUERQUE INSTITUTE FOR MATH AND SCIEN
ALBUQUERQUE SCH DIST
ALBUQUERQUE SIGN LANGUAGE ACADEMY
ALBUQUERQUE TALENT DEVELOPMENT SECONDARY CHARTER SCHOOL
ALICE KING COMMUNITY SCHOOL
CESAR CHAVEZ COMMUNITY SCHOOL
CHRISTINE DUNCAN COMM CHARTER SCHOOL
KINDER QUEST, INC.
LOS PUENTES CHARTER SCHOOL
MARK ARMIJO ACADEMY
NEW MEXICO INTERNATIONAL SCHOOL
PUBLIC ACADEMY FOR PERFORMING ARTS
RIO GRANDE ACADEMY OF FINE ARTS
ROBERT F KENNEDY CHARTER SCHOOL
SOUTH VALLEY CHARTER HS
SOUTH VALLEY PREPARATORY SCHOOL
TECHNOLOGY LEADERSHIP HIGH SCHOOL
THE INTERNATIONAL SCHOOL AT MESA DEL SOL
THE MONTESSORI ACADEMY
ACE LEADERSHIP HIGH SCHOOL
ALBUQUERQUE INSTITUTE FOR MATH AND SCIEN
ALBUQUERQUE SCH DIST
ALBUQUERQUE SIGN LANGUAGE ACADEMY
ALBUQUERQUE TALENT DEVELOPMENT SECONDARY CHARTER SCHOOL
ALICE KING COMMUNITY SCHOOL
CESAR CHAVEZ COMMUNITY SCHOOL
CHRISTINE DUNCAN COMM CHARTER SCHOOL
KINDER QUEST, INC.
LOS PUENTES CHARTER SCHOOL
MARK ARMIJO ACADEMY
NEW MEXICO INTERNATIONAL SCHOOL
PUBLIC ACADEMY FOR PERFORMING ARTS
RIO GRANDE ACADEMY OF FINE ARTS
ROBERT F KENNEDY CHARTER SCHOOL
SOUTH VALLEY CHARTER HS
SOUTH VALLEY PREPARATORY SCHOOL
TECHNOLOGY LEADERSHIP HIGH SCHOOL
THE INTERNATIONAL SCHOOL AT MESA DEL SOL
THE MONTESSORI ACADEMY
ACE LEADERSHIP HIGH SCHOOL
ALBUQUERQUE INSTITUTE FOR MATH AND SCIEN
ALBUQUERQUE SCH DIST
ALBUQUERQUE SIGN LANGUAGE ACADEMY
ALBUQUERQUE TALENT DEVELOPMENT SECONDARY CHARTER SCHOOL
ALICE KING COMMUNITY SCHOOL
CESAR CHAVEZ COMMUNITY SCHOOL
CHRISTINE DUNCAN COMM CHARTER SCHOOL
KINDER QUEST, INC.
LOS PUENTES CHARTER SCHOOL
MARK ARMIJO ACADEMY
NEW MEXICO INTERNATIONAL SCHOOL
PUBLIC ACADEMY FOR PERFORMING ARTS
RIO GRANDE ACADEMY OF FINE ARTS
ROBERT F KENNEDY CHARTER SCHOOL
SOUTH VALLEY CHARTER HS
SOUTH VALLEY PREPARATORY SCHOOL
TECHNOLOGY LEADERSHIP HIGH SCHOOL
THE INTERNATIONAL SCHOOL AT MESA DEL SOL
THE MONTESSORI ACADEMY
School District
20 Active
20
Organizations
1IN6 INC
1st Class Learning Center
21ST CENTURY PUBLIC ACADEMY
21ST CENTURY PUBLIC ACADEMY FOUNDATION
32012 MOUNTAIN VALLEY CHAPTER
350 ORG NEW MEXICO
370 BOSQUE CHAPTER OF TROUT UNLIMITED
377 MORAL ACTIVITIES CLUB
3 C UNLIMITED INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4SUPPORT ORG
501(C)PA
505 BIMS USER GROUP
505 CHORUS
505 COMMUNITY BAND
505 CYCLING
505 LEGENDS
505 MASTERS WATER POLO CLUB
505 RACING INC
1IN6 INC
1st Class Learning Center
21ST CENTURY PUBLIC ACADEMY
21ST CENTURY PUBLIC ACADEMY FOUNDATION
32012 MOUNTAIN VALLEY CHAPTER
350 ORG NEW MEXICO
370 BOSQUE CHAPTER OF TROUT UNLIMITED
377 MORAL ACTIVITIES CLUB
3 C UNLIMITED INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4SUPPORT ORG
501(C)PA
505 BIMS USER GROUP
505 CHORUS
505 COMMUNITY BAND
505 CYCLING
505 LEGENDS
505 MASTERS WATER POLO CLUB
505 RACING INC
1IN6 INC
1st Class Learning Center
21ST CENTURY PUBLIC ACADEMY
21ST CENTURY PUBLIC ACADEMY FOUNDATION
32012 MOUNTAIN VALLEY CHAPTER
350 ORG NEW MEXICO
370 BOSQUE CHAPTER OF TROUT UNLIMITED
377 MORAL ACTIVITIES CLUB
3 C UNLIMITED INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4SUPPORT ORG
501(C)PA
505 BIMS USER GROUP
505 CHORUS
505 COMMUNITY BAND
505 CYCLING
505 LEGENDS
505 MASTERS WATER POLO CLUB
505 RACING INC
Nonprofit Organization
4099 Active
4099
Organizations
Community Partners90 organizations
CITY OF ALBUQUERQUE
Municipal Government·ALBUQUERQUE
VILLAGE OF TIJERAS
Municipal Government·TIJERAS
ACEQUIA MADRE DE CARNUEL DITCH ASSOCIATION
Special District·TIJERAS
ALBUQUERQUE BERNALILLO COUNTY WATER UTILITY AUTHORITY
Special District·ALBUQUERQUE
ALBUQUERQUE FIRE RESCUE
Special District·ALBUQUERQUE
ALBUQUERQUE METROPOLITAN ARROYO FLOOD CONTROL AUTHORITY
Special District·ALBUQUERQUE
BERNALILLO COUNTY HOUSING AUTH
Special District·ALBUQUERQUE
CARNUEL MUTUAL DOMESTIC WATER AND WASTEWATER ASSOCIATION
Special District·ALBUQUERQUE
CHILILI LAND GRANT
Special District·CHILILI
ENVIRONMENTAL HEALTH DEPARTMENT
Special District·ALBUQUERQUE
MIDDLE RIO GRANDE CONSERVANCY DISTRICT
Special District·ALBUQUERQUE
MONTECITO ESTATES PUBLIC IMPROVEMENT DISTRICT
Special District·ALBUQUERQUE
RANCHOS DE PLACITAS WATER AND SANITATION DISTRICT
Special District·PLACITAS
RIO METRO REGIONAL TRANSIT DISTRICT
Special District·ALBUQUERQUE
SALTILLO PUBLIC IMPROVEMENT DISTRICT
Special District·ALBUQUERQUE
ACE LEADERSHIP HIGH SCHOOL
School District·ALBUQUERQUE
ALBUQUERQUE INSTITUTE FOR MATH AND SCIEN
School District·ALBUQUERQUE
ALBUQUERQUE SIGN LANGUAGE ACADEMY
School District·ALBUQUERQUE
ALBUQUERQUE TALENT DEVELOPMENT SECONDARY CHARTER SCHOOL
School District·ALBUQUERQUE
ALICE KING COMMUNITY SCHOOL
School District·ALBUQUERQUE
CESAR CHAVEZ COMMUNITY SCHOOL
School District·ALBUQUERQUE
CHRISTINE DUNCAN COMM CHARTER SCHOOL
School District·ALBUQUERQUE
KINDER QUEST, INC.
School District·ALBUQUERQUE
LOS PUENTES CHARTER SCHOOL
School District·ALBUQUERQUE
MARK ARMIJO ACADEMY
School District·ALBUQUERQUE
NEW MEXICO INTERNATIONAL SCHOOL
School District·ALBUQUERQUE
PUBLIC ACADEMY FOR PERFORMING ARTS
School District·ALBUQUERQUE
RIO GRANDE ACADEMY OF FINE ARTS
School District·ALBUQUERQUE
ROBERT F KENNEDY CHARTER SCHOOL
School District·ALBUQUERQUE
SOUTH VALLEY CHARTER HS
School District·ALBUQUERQUE
SOUTH VALLEY PREPARATORY SCHOOL
School District·ALBUQUERQUE
TECHNOLOGY LEADERSHIP HIGH SCHOOL
School District·ALBUQUERQUE
THE INTERNATIONAL SCHOOL AT MESA DEL SOL
School District·ALBUQUERQUE
THE MONTESSORI ACADEMY
School District·ALBUQUERQUE
1IN6 INC
Nonprofit Organization·Placitas
1st Class Learning Center
Nonprofit Organization·Albuquerque
21ST CENTURY PUBLIC ACADEMY
Nonprofit Organization·ALBUQUERQUE
21ST CENTURY PUBLIC ACADEMY FOUNDATION
Nonprofit Organization·Albuquerque
32012 MOUNTAIN VALLEY CHAPTER
Nonprofit Organization·Albuquerque
350 ORG NEW MEXICO
Nonprofit Organization·Albuquerque
370 BOSQUE CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·TIJERAS
377 MORAL ACTIVITIES CLUB
Nonprofit Organization·Albuquerque
3 C UNLIMITED INC
Nonprofit Organization·Albuquerque
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Albuquerque
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Albuquerque
4SUPPORT ORG
Nonprofit Organization·Albuquerque
501(C)PA
Nonprofit Organization·ALBUQUERQUE
505 BIMS USER GROUP
Nonprofit Organization·Albuquerque
505 CHORUS
Nonprofit Organization·Albuquerque
505 COMMUNITY BAND
Nonprofit Organization·Albuquerque
505 CYCLING
Nonprofit Organization·ALBUQUERQUE
505 LEGENDS
Nonprofit Organization·ALBUQUERQUE
505 MASTERS WATER POLO CLUB
Nonprofit Organization·ALBUQUERQUE
505 RACING INC
Nonprofit Organization·Albuquerque
505 SAR DOGS
Nonprofit Organization·Albuquerque
505 SPORTS VENTURES FOUNDATION INC
Nonprofit Organization·ALBUQUERQUE
505 SUZUKI COLLECTIVE
Nonprofit Organization·Albuquerque
505 VOLLEYBALL ACADEMY INC
Nonprofit Organization·ALBUQUERQUE
516 ARTS
Nonprofit Organization·ALBUQUERQUE
AAAA Education Foundation
Nonprofit Organization·Albuquerque
AAAI BALLOON MUSEUM
Nonprofit Organization·ALBUQUERQUE
AACE INTERNATIONAL
Nonprofit Organization·Tijeras
AANM PAC APARTMENT ASSOCIATION OF NEW MEXICO
Nonprofit Organization·ALBUQUERQUE
A BARKING CHANCE ANIMAL RESCUE
Nonprofit Organization·Albuquerque
ABC - RGC CONSTRUCTION EDUCATION
Nonprofit Organization·ALBUQUERQUE
Abeeq Live Bee Rescue
Nonprofit Organization·Albuquerque
A BETTER WAY OF LIVING INC
Nonprofit Organization·ALBUQUERQUE
ABQ-ALC
Nonprofit Organization·ALBUQUERQUE
ABQ BILLIARDS ACADEMY
Nonprofit Organization·Albuquerque
ABQ CHARTER ACADEMY
Nonprofit Organization·ALBUQUERQUE
ABQ COMMUNITY ADVOCATES FOUNDATION
Nonprofit Organization·Albuquerque
ABQ CORO LUX
Nonprofit Organization·ALBUQUERQUE
ABQ CYCLING CLUB INC
Nonprofit Organization·Albuquerque
ABQ ELITE
Nonprofit Organization·Albuquerque
ABQ FAITHWORKS COLLABORATIVE
Nonprofit Organization·ALBUQUERQUE
ABQ HOURS EXCHANGE INC
Nonprofit Organization·Albuquerque
ABQID INC
Nonprofit Organization·ALBUQUERQUE
ABQ PICKLEBALL CLUB
Nonprofit Organization·Albuquerque
ABQPLAN
Nonprofit Organization·ALbuquerque
ABQ SECULAR HOMESCHOOL COLLABORATIVE
Nonprofit Organization·Albuquerque
ABQ STAGES
Nonprofit Organization·Albuquerque
ABQ WINE SOCIETY A NEW MEXICO NONPROFIT CORPORATION
Nonprofit Organization·Albuquerque
Abq Workers First
Nonprofit Organization·Albuquerque
ABQXR
Nonprofit Organization·Albuquerque