Wealth Manager
    SEC Registered
    Manages Private Funds

    Portside Wealth Group, LLC

    Registered investment advisor · Provo, Utah · CRD #325175

    Assets Under Management
    $1.4B
    Client Accounts
    7,819
    Employees
    54
    CRD Number
    325175
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Portside Wealth Group, LLC

    Portside Wealth Group, LLC is a financial advisory firm based in Provo, Utah, offering investment management and OCIO services. Founded in 2023, it manages approximately $848 million in assets. The firm is SEC registered.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Portside Wealth Group, LLC

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    Frequently Asked Questions

    What is Portside Wealth Group, LLC's AUM?

    Portside Wealth Group, LLC reports approximately $1.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Portside Wealth Group, LLC headquartered?

    Portside Wealth Group, LLC is headquartered in Provo, Utah.

    What is Portside Wealth Group, LLC's CRD number?

    Portside Wealth Group, LLC's CRD number is 325175. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Portside Wealth Group, LLC manage?

    Portside Wealth Group, LLC manages approximately 7,819 client accounts according to its latest SEC filing.

    Is Portside Wealth Group, LLC SEC registered?

    Yes, Portside Wealth Group, LLC is registered with the SEC as an investment adviser with an approved registration status.

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