# Portside Wealth Group, LLC

> 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.

- CRD: 325175
- Filed as: PORTSIDE WEALTH GROUP, LLC
- 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)
- Location: Provo, UT
- Filing period: October 2026
- Form ADV filing dated: August 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325175
- AdvisorCensus page: https://advisorcensus.com/firm/portside-wealth-group-llc-provo-ut-325175

## Quick answers

**How is Portside Wealth Group, LLC compensated?**
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).

**How much does Portside Wealth Group, LLC charge?**
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.

**Where is Portside Wealth Group, LLC located?**
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).

**Is Portside Wealth Group, LLC registered with the SEC or a state?**
Portside Wealth Group, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325175.

**How much does Portside Wealth Group, LLC manage?**
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).

**How have Portside Wealth Group, LLC's assets and staff changed since 2023?**
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.

**What types of clients does Portside Wealth Group, LLC serve?**
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).

**Which custodians does Portside Wealth Group, LLC use?**
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.

**Does Portside Wealth Group, LLC report any disciplinary disclosures?**
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

**What changed in Portside Wealth Group, LLC's recent Form ADV filings?**
In the August 2026 filing data: Added an office in Holliday, UT.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 22, 2026)

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

> 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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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.

### Regulatory assets under management (Item 5.F)
- Total: $1,431,570,380
- Discretionary: $1,431,570,380
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4,171 | $817,797,870 |
| High net worth individuals | 2,086 | $408,898,935 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 100 | $129,805,088 |
| Charitable organizations | 4 | $16,559,485 |
| Corporations or other businesses not listed above | 114 | $58,509,002 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 54 total, 47 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325175

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- American Fork, UT
- Draper, UT
- Fresno, CA
- Greenwood Village, CO
- Holliday, UT
- Idaho Falls, ID
- Lakewood, CO
- Logan, UT
- Los Angeles, CA
- Meridian, ID
- Millcreek, UT
- Newport Beach, CA
- Orem, UT
- Providence, UT
- Provo, UT
- Riverside, CA
- Salt Lake City, UT
- South Jordan, UT
- St. George, UT
- Swansea, IL

### Websites listed on Form ADV (Item 1.I)
- [alignmentfinancialadvisors.com](https://alignmentfinancialadvisors.com)
- [aventuswealth.com](https://aventuswealth.com)
- [besmartfinancial.com](https://besmartfinancial.com)
- [brevitywealth.com](https://brevitywealth.com)
- [brightsidewm.com](https://brightsidewm.com)
- [cache-financial.com](https://cache-financial.com)
- [canyonstrategicwealth.com](https://canyonstrategicwealth.com)
- [dolemanwealth.com](https://dolemanwealth.com)
- [frontieradvisorgroup.com](https://frontieradvisorgroup.com)
- [greenstreetwealthadvisors.com](https://greenstreetwealthadvisors.com)
- [guidedseasons.com](https://guidedseasons.com)
- [hudson-oaks.com](https://hudson-oaks.com)
- [hurstfcllc.com](https://hurstfcllc.com)
- [legacywealthic.com/home](https://legacywealthic.com/home)
- [mckellpartners.com](https://mckellpartners.com)
- [mckellwealthplanning.com](https://mckellwealthplanning.com)
- [mountainstateswealth.com](https://mountainstateswealth.com)
- [oxfordfinancialgroup.com](https://oxfordfinancialgroup.com)
- [paulewell.com](https://paulewell.com)
- [portsidewealth.com](https://portsidewealth.com)
- [stephanifs.com](https://stephanifs.com)
- [suncrestadvisors.com](https://suncrestadvisors.com)
- [trurockwealth.com](https://trurockwealth.com)
- [turningpointfinancialgroup.com](https://turningpointfinancialgroup.com)
- Facebook @SuncrestAdvisors
- Facebook @alignmentfinancialco
- Facebook @brevitywealth
- Facebook @dolemanwealth
- Facebook @hurstFCllc
- Facebook @mckellpartners
- Facebook @mckellwealthplanning
- Facebook @Guided-Seasons-Wealth-Advisors
- Instagram @mckellwealthplanning
- LinkedIn @alignment-financial-advisors
- LinkedIn @doleman-wealth-management-llc
- LinkedIn @green-street-wealth-advisors
- LinkedIn @hudsonoakswm
- LinkedIn @mckell-partners-wealth-management-a
- LinkedIn @suncrestadvisors
- YouTube @TheRetirementExperience

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $848,451,246 | 13 | August 9, 2023 |
| October 2024 | $884,770,030 | 40 | September 23, 2024 |
| October 2025 | $1,125,318,236 | 46 | July 11, 2025 |
| October 2026 | $1,431,570,380 | 54 | August 19, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Added an office in Holliday, UT.

### June 2026
- No longer lists an office in Highland, UT.

### May 2026
- Changed its office addresses in Fresno, CA.

### 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.

### January 2026
- Registered or notice-filed in NH.
- No longer registered or notice-filed in KY, WI.

### December 2025
- Employees performing advisory functions went from 41 to 42.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Portside Wealth Group, LLC (CRD 325175): Form ADV filing data as of October 2026.