Portside Wealth Group, LLC
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
FINTRXOverview
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.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- US Government Bonds20%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents8%
- Private Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 104Active vs passive
$487M in ETFs
95%
$461M
3%
$26.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $44.6M | 486,648 | 9.15% |
Location
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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