Portside Wealth Group, LLC

RIASEC Registered

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$183K

Accounts

7,819

Employees

Advisory reps

Firm details

Headquarters: Provo, Utah
CRD number: 325175
Registered since: March 24, 2023
Website: www.portsidewealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals57.13%
HNWI28.56%
Pension & Profit Sharing Plans9.07%
Corporations / Businesses4.09%
Charitable Organizations1.16%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Portside Wealth Group, LLC is an independent registered investment adviser that entered SEC registration in 2023. The firm serves both individual and family clients as well as institutional investors and positions itself as a capital allocator that combines financial planning with portfolio management and adviser selection. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, institutional portfolio management, pension consulting, and educational seminars. Fees are charged via a mix of AUM-based percentages, hourly billing, and fixed-fee arrangements. Portside appears to emphasize outsourced manager relationships and third-party allocations as part of its service mix, and it maintains industry ties with accounting and law firms to support client-facing planning and implementation work. The firm is not identified as an active ESG investor in the source data.