{
  "crd_number": 325175,
  "slug": "portside-wealth-group-llc-provo-ut-325175",
  "primary_business_name": "PORTSIDE WEALTH GROUP, LLC",
  "legal_name": "PORTSIDE WEALTH GROUP, LLC",
  "dbas": [
    "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"
  ],
  "city": "Provo",
  "state": "UT",
  "country": "United States",
  "cbsa_code": "39340",
  "metro": {
    "cbsa_code": "39340",
    "common_name": "Provo",
    "msa_name": "Provo-Orem-Lehi, UT",
    "path": "/advisors/ut/provo"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-03-24",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-08-19",
  "carried_forward": false,
  "raum_total": 1431570380.0,
  "raum_discretionary": 1431570380.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 54,
  "advisory_employees": 47,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 16559485.0,
      "count": 4,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 817797870.0,
      "count": 4171
    },
    "pension_profit_sharing": {
      "raum": 129805088.0,
      "count": 100
    },
    "high_net_worth_individuals": {
      "raum": 408898935.0,
      "count": 2086
    },
    "corporations_other_businesses": {
      "raum": 58509002.0,
      "count": 114
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AK",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "LA",
    "MD",
    "MI",
    "MN",
    "MO",
    "MT",
    "NC",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WY"
  ],
  "websites": [
    "https://alignmentfinancialadvisors.com",
    "https://aventuswealth.com",
    "https://besmartfinancial.com",
    "https://brevitywealth.com",
    "https://brightsidewm.com",
    "https://cache-financial.com",
    "https://canyonstrategicwealth.com",
    "https://dolemanwealth.com",
    "https://facebook.com/SuncrestAdvisors",
    "https://facebook.com/alignmentfinancialco",
    "https://facebook.com/brevitywealth",
    "https://facebook.com/dolemanwealth",
    "https://facebook.com/hurstFCllc",
    "https://facebook.com/mckellpartners",
    "https://facebook.com/mckellwealthplanning",
    "https://facebook.com/people/Guided-Seasons-Wealth-Advisors/61578099735356",
    "https://frontieradvisorgroup.com",
    "https://greenstreetwealthadvisors.com",
    "https://guidedseasons.com",
    "https://hudson-oaks.com",
    "https://hurstfcllc.com",
    "https://instagram.com/mckellwealthplanning",
    "https://legacywealthic.com/home",
    "https://linkedin.com/company/alignment-financial-advisors",
    "https://linkedin.com/company/doleman-wealth-management-llc",
    "https://linkedin.com/company/green-street-wealth-advisors",
    "https://linkedin.com/company/hudsonoakswm",
    "https://linkedin.com/company/mckell-partners-wealth-management-a",
    "https://linkedin.com/company/suncrestadvisors",
    "https://mckellpartners.com",
    "https://mckellwealthplanning.com",
    "https://mountainstateswealth.com",
    "https://oxfordfinancialgroup.com",
    "https://paulewell.com",
    "https://portsidewealth.com",
    "https://stephanifs.com",
    "https://suncrestadvisors.com",
    "https://trurockwealth.com",
    "https://turningpointfinancialgroup.com",
    "https://youtube.com/@TheRetirementExperience"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325175",
  "disclosure_items": [
    {
      "item": "11.H(2)",
      "question": "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)?"
    }
  ],
  "city_as_filed": "PROVO",
  "url": "https://advisorcensus.com/firm/portside-wealth-group-llc-provo-ut-325175",
  "display_name": "Portside Wealth Group, LLC",
  "summary": "Portside Wealth Group, LLC is an SEC-registered investment advisory firm in Provo, UT, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 19, 2026.",
  "citation": "AdvisorCensus. Portside Wealth Group, LLC (CRD 325175): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Portside Wealth Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Portside Wealth Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Portside Wealth Group, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated July 22, 2026 states: Hourly rate: $150 to $350 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Portside Wealth Group, LLC located?",
      "a": "Portside Wealth Group, LLC's principal office is in Provo, UT, according to its Form ADV; the September 2026 filing also lists 20 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Portside Wealth Group, LLC registered with the SEC or a state?",
      "a": "Portside Wealth Group, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325175."
    },
    {
      "q": "How much does Portside Wealth Group, LLC manage?",
      "a": "Portside Wealth Group, LLC reports $1,431,570,380 in regulatory assets under management in its Form ADV filing dated August 19, 2026 (100% discretionary)."
    },
    {
      "q": "How have Portside Wealth Group, LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Portside Wealth Group, LLC: 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. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Portside Wealth Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4,171); high net worth individuals (2,086); corporations or other businesses not listed above (114)."
    },
    {
      "q": "Which custodians does Portside Wealth Group, LLC use?",
      "a": "Portside Wealth Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Portside Wealth Group, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325175"
    },
    {
      "q": "What changed in Portside Wealth Group, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Added an office in Holliday, UT."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 848451246.0,
      "total_employees": 13,
      "filing_date": "2023-08-09"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 884770030.0,
      "total_employees": 40,
      "filing_date": "2024-09-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1125318236.0,
      "total_employees": 46,
      "filing_date": "2025-07-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1431570380.0,
      "total_employees": 54,
      "filing_date": "2026-08-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Added an office in Holliday, UT."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "No longer lists an office in Highland, UT."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Changed its office addresses in Fresno, CA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in NH.",
        "No longer registered or notice-filed in KY, WI."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 41 to 42."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 22, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $150 to $350 an hour (financial planning services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $150 to $350 an hour (financial planning services)"
        ],
        "quotes": [
          "We charge an hourly fee of $150 to $350 for financial planning services, which is negotiable depending on the scope and complexity of the plan"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 150.0,
          "max": 350.0,
          "period": "hour",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "We charge an hourly fee of $150 to $350 for financial planning services, which is negotiable depending on the scope and complexity of the plan"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/portside-wealth-group-llc-provo-ut-325175.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 4171,
      "fewer_than_5": false,
      "raum": 817797870.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 2086,
      "fewer_than_5": false,
      "raum": 408898935.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 100,
      "fewer_than_5": false,
      "raum": 129805088.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": true,
      "raum": 16559485.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 114,
      "fewer_than_5": false,
      "raum": 58509002.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325175",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}