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 organized as an LLC and registered with the SEC in 2023. The firm serves both individual and family clients as well as institutional and business clients and acts as a capital allocator, placing client capital with external managers when appropriate. Its fee arrangements include percentage-of-AUM pricing alongside hourly and fixed-fee engagements. Advisory services listed in filings cover comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension-related consulting work, selection of other advisers, and educational seminars and workshops. Portside does not identify 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
Sean Heney
Chief Operating OfficerCRD 5733969
Rodney Walker
CEO and FounderCRD 4011607
William Snider
Chief Operating Officer, Co-FounderCRD 6343464
Contacts
3 of 53
Paul Saunders
Investment Advisor RepresentativeCRD 5868910
Kimberly Doleman
Wealth ManagerCRD 5121254
Dennis Mcmillan
Wealth AdvisorCRD 5126963
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 105Active vs passive
$444M in ETFs
94%
$417M
3%
$27.5M
| 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 | $45.5M | 496,763 | 10.25% |
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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