PORTSIDE WEALTH GROUP, LLC

3507 N University Ave
Suite 150
Provo, Utah 84604
Tel: 385-412-1222

About PORTSIDE WEALTH GROUP, LLC

PORTSIDE WEALTH GROUP, LLC, formally registered with the SEC as PORTSIDE WEALTH GROUP, LLC. The firm was established in 03/24/2023. They have over 35 offices throughout the country.

PORTSIDE WEALTH GROUP, LLC is a Provo, Utah based Financial Planning firm with nearly $1,125,318,236 assets under management, offering retirement planning & investment advisory services to 6507 clients. The firm is staffed with 43 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325175
SEC#	801-127529
Assets Managed by Firm	$1,125,318,236
No. of Clients	6507
No. of Advisors	43

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	6507	$1,125,318,236
Individuals (other than high net worth individuals)	3470	$641,297,211
High net worth individuals	1730	$320,648,606
Pension and profit sharing plans	85	$101,516,275
Charitable organizations	4	$13,651,389
Corporations or other businesses	95	$48,204,755

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WASATCH ADVISORS LP 505 Wakara Way, 3rd Floor Salt Lake City, UT, 84108	$26,663,066,907	237	90
TOWNSQUARE CAPITAL, LLC 5314 River Run Drive, Suite 210 Provo, UT, 84604	$8,777,551,735	33539	17
SOLTIS INVESTMENT ADVISORS, LLC 20 North Main, Suite 400 St. George, UT, 84770	$6,821,969,061	3884	72
SEPIO CAPITAL, LP 2795 E Cottonwood Parkway, Suite 600 Salt Lake City, UT, 84121	$6,672,033,386	1963	24

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