PORTSIDE WEALTH GROUP, LLC

CRD 325175File 801-127529

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Jul 22, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.43B

Above cohort median (national)

Discretionary AUM

$1.43B

Clients

6,475

7,819 accounts

Employees

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
Website: https://www.youtube.com/@TheRetirementExperience

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, 5G

Compensation

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
Aug 12, 2026	Registration	—	APPROVED

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.