The Business Journal in Albuquerque, New Mexico—called Albuquerque Business First–expanded their list of the largest private companies this year, and we’re proud to announce that we were number 76, which is not bad, considering that the Top 50 did a combined $7 billion in revenue!

The latest “Largest Private Companies” list ranked New Mexico companies by revenue, using the number of full-time employees as the secondary factor.

See the full story here:

Lee Munson, Co-founder and Chief Investment Officer of Portfolio Wealth Advisors, had this to say about the designation:

“We are delighted that Albuquerque Business First has recognized our hard work and growth over the past 8 years. While I started Portfolio Wealth Management by myself, it took a great staff and an excellent business partner, Tracy Ann Miller, to make it a top-ranked company here in New Mexico.

“Going forward, Portfolio Wealth Advisors will continue to grow revenues by serving clients and helping them reach their goals. Not every business should have a desire to grow into infinity. Like any great boutique investment management firm, size can be a burden. While we are not yet near that capacity, our vision has always been to provide the highest level of service and performance. You can’t do that by scaling into the sky. We look forward to many more years serving investors.”


Lee Munson, is Co-founder and Chief Investment Officer of Portfolio Wealth Advisors in Albuquerque, New Mexico.

Follow Lee Munson:

Twitter:  @leemunson



Tracy Ann Miller, CFP®, is CEO and Chief Portfolio Officer for Portfolio Wealth Advisors (formerly Red River Advisors) in Oklahoma City, Oklahoma.

Follow Tracy Ann Miller on Twitter:  @TRACYbreaking