Portside Wealth Group, LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Hourly rate: $150 to $350 an hour (financial planning services)

As stated in the firm's Form ADV Part 2A brochure dated July 22, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$1,431,570,380 as of October 2026, filing dated August 19, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops

Also doing business as

ALIGNMENT FINANCIAL ADVISORS, AVENTUS WEALTH, BREVITY WEALTH SOLUTIONS, BRIGHTSIDE WEALTH MANAGEMENT, CACHE FINANCIAL, CANYON STRATEGIC WEALTH GROUP, DOLEMAN WEALTH MANAGEMENT, FINANCIAL FOUNDATIONS, FRONTIER ADVISOR GROUP, GREEN STREET WEALTH ADVISORS, GUIDED SEASONS, HUDSON OAKS WEALTH MANAGEMENT, HURST FINANCIAL CONSULTING, JEFFREY R WANGSGARD AND ASSOCIATES, LEGACY WEALTH INVESTMENT COUNSEL, MCKELL PARTNERS, MCKELL WEALTH PLANNING, MOUNTAINS STATES WEALTH, OXFORD FINANCIAL GROUP, PODUNK FINANCIAL, SCOTT STEPHAN IFS, SEYMOUR FINANCIAL, SMART FINANCIAL, SUNCREST ADVISORS, THE SCORE ADVISORY, TRUROCK WEALTH, TURNING POINT FINANCIAL GROUP, TWF WEALTH MANAGEMENT

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2023 (3 years)

Employees

Total: 54. Performing investment advisory functions: 47.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

20 other offices, as of the September 2026 filing

American Fork, UTDraper, UTFresno, CAGreenwood Village, COHolliday, UTIdaho Falls, IDLakewood, COLogan, UTLos Angeles, CAMeridian, IDMillcreek, UTNewport Beach, CAOrem, UTProvidence, UTProvo, UTRiverside, CASalt Lake City, UTSouth Jordan, UTSt. George, UTSwansea, IL

States registered or notice-filed

36 states or jurisdictions

AKARAZCACOCTFLGAIAIDILINKSLAMDMIMNMOMTNCNHNJNMNVNYOHOKORPASCTNTXUTVAWAWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

1 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Civil court matters Item 11.H

• 11.H(2) Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $848,451,246 in the October 2023 data and $1,431,570,380 in the October 2026 data, up 69%.

Total employees: 13 in October 2023 and 54 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. August 2026
   • Added an office in Holliday, UT.
2. June 2026
   • No longer lists an office in Highland, UT.
3. May 2026
   • Changed its office addresses in Fresno, CA.
4. April 2026
   • Regulatory assets under management went from $1,125,318,236 to $1,431,570,380 (+27%).
   • Employees performing advisory functions went from 42 to 47.
   • Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.H(2)).
   • Added the business name The Score Advisory.
   • Added the business name McKell Wealth Planning.
   • Added the business name Mountains States Wealth.
   • Added the business name Guided Seasons.
   • Added an office in Fresno, CA.
   • Added an office in Highland, UT.
   • Added an office in St. George, UT.
   • No longer lists an office in Bountiful, UT.
5. January 2026
   • Registered or notice-filed in NH.
   • No longer registered or notice-filed in KY, WI.
6. December 2025
   • Employees performing advisory functions went from 41 to 42.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.