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PORTSIDE WEALTH GROUP, LLC
CRD 325175File 801-127529
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.43B
Above cohort median (national)
Discretionary AUM
$1.43B
Clients
6,475
7,819 accounts
Employees
54
Top 25% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 24, 2023
- Principal office
- 3507 N UNIVERSITY AVE, SUITE 150, PROVO, UT, 84604
- Phone
- 385-412-1222
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.43B
- Discretionary AUM
- $1.43B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 7,819
- Non-discretionary accounts
- 0
- Total accounts
- 7,819
- AUM per client
- $221K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 114 | $58.5M |
| Charitable organizations | Fewer than 5 | $16.6M |
| High net worth individuals | 2,086 | $408.9M |
| Pension and profit sharing plans | 100 | $129.8M |
| Individuals (other than high net worth individuals) | 4,171 | $817.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11H2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 47 | 54 | increased by7 |
| Apr 1, 2026 | Disclosures | No | Yes | |
| Apr 1, 2026 | Clients | 5,384 | 6,475 | increased by1,091 |
| Apr 1, 2026 | AUM | $1,125,318,236 | $1,431,570,380 | increased by$306,252,144 |
| Apr 1, 2026 | Accounts | 6,507 | 7,819 | increased by1,312 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 46 | 47 | increased by1 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PORTSIDE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PORTSIDE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.