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 began SEC registration in 2023. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that can source external managers. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for institutions, selection of other advisers, pension consulting services, and educational seminars. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Portside does not identify itself as an active ESG investor.
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
3 of 4
Staci Compagno
Chief Compliance OfficerCRD 2824392
William Snider
Chief Operating Officer, Co-FounderCRD 6343464
Rodney Walker
CEO and FounderCRD 4011607
Contacts
3 of 53
Jason Jones
Managing MemberCRD 3108330
Jeffrey Wangsgard
Registered RepresentativeCRD 4464908
David Gallman
Financial AdvisorCRD 4590700
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 104Active vs passive
$379M in ETFs
96%
$365M
3%
$13.6M
| 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 | $49.2M | 537,421 | 12.99% |
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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