PORTSIDE WEALTH GROUP, LLC

RIASEC RegisteredEst. 2023
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$183K
Accounts
7,819
Employees
54
Advisory reps
57

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 organized as an LLC and SEC-registered in 2023. The firm acts as a capital allocator for both individual and family clients as well as institutional investors, offering financial planning and portfolio management across households, small businesses and institutional entities. Its service set includes selection of other advisers and educational seminars/workshops in addition to ongoing portfolio oversight. Fees are billed via a mix of percentage of assets, hourly charges and fixed fees. Portside does not self-identify as an active ESG investor. The firm reports relationships with accounting and law firms as industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, US Government Bonds 20%, Public Funds/Mutual Funds 20%, Cash & Cash Equivalents 8%, Private Funds 1%50%
  • Exchange Traded Equities50%
  • US Government Bonds20%
  • Public Funds/Mutual Funds20%
  • Cash & Cash Equivalents8%
  • Private Funds1%

Owners & executives

3 of 4

  • STACI COMPAGNO

    Chief Compliance OfficerCRD 2824392

  • WILLIAM SNIDER

    Chief Operating Officer, Co-FounderCRD 6343464

  • RODNEY WALKER

    CEO and FounderCRD 4011607

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Contacts

3 of 53

  • Jason Jones

    Managing MemberCRD 3108330

  • Jeffrey Wangsgard

    Registered RepresentativeCRD 4464908

  • DAVID GALLMAN

    Financial AdvisorCRD 4590700

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 104

Active vs passive

$379M in ETFs

Passive

96%

$365M

Active

3%

$13.6M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL)State StreetPassiveUltrashort Bond$49.2M537,42112.99%
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Location

Primary office

PROVO, UT

UTAH

Location

PROVO, UT

Headquartered in PROVO, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
UTAH
Address
3507 N University Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth