Portfolio Medics, LLC

CRD 145958 · Bonita Springs, FL · $780.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 145958
SEC number: 801-113846
Firm type: RIA
Assets under management: $780.5M as of Jun 29, 2026
Website: www.portfoliomedics.com ↗
Phone: (239) 444-1766
Address: 27499 Riverview Center Blvd, Bonita Springs, FL, 34134

Advisors at this firm

67 in our index · page 2 of 2

Casey Dale ReesCRD 6526260 · West Jordan, UT

IA RegisteredRegistration inactive
Kirk Stephen RogersCRD 1835651 · Baltimore, MD

IA Registered
Omar RojasCRD 6331293 · Red Oak, TX

IA Registered

Disclosure event(s) on record
Enri D SanteeCRD 5541001 · San Diego, CA

IA Registered
Stephen Gerald SchwesingerCRD 6225848 · Canonsburg, PA

IA Registered
Cory Alexander SemelCRD 5492964 · Reno, NV

IA RegisteredRegistration inactive

Disclosure event(s) on record
Neal SkilesCRD 5510772 · Heath, OH

IA Registered
Trent Vernon SpeckmanCRD 1580016 · Fort Meyers, FL

IA RegisteredRegistration inactive
Jason Alan StuberCRD 7986318 · Parrish, FL

IA Registered
Paul Mitchell TarinsCRD 3050063 · Winter Park, FL

IA Registered
Connor Matthew TysonCRD 3251952 · Pleasantville, NY

IA RegisteredRegistration inactive
Rowdee Jonathan TaylorCRD 7217449 · Central Valley, UT

IA Registered
John TrevisanCRD 8306270 · Springfield, PA

IA Registered
David Allen WagnerCRD 1681562 · Claremont, FL

IA Registered
Brion Timothy WaltersCRD 2389492 · Cincinnati, OH

IA RegisteredRegistration inactive
John Robert WebsterCRD 2696885 · Plymouth, MN

IA Registered
Maria Colette WagnerCRD 8050440 · Clermont, FL

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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