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PORTSIDE WEALTH GROUP, LLC
CRD 325175 · SEC 801-127529
3507 N UNIVERSITY AVE, SUITE 150, PROVO, UT, 84604, United States
Phone
385-412-1222
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.43B
Discretionary AUM
$1.43B
Team
54 total employees; 47 advisory reps; 20 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4171 | $817.8M |
| High net worth individuals | 2086 | $408.9M |
| Pension/profit sharing plans | 100 | $129.8M |
| Charitable organizations | 4 | $16.6M |
| Corporations/business entities | 114 | $58.5M |
States served
AK, AZ, AR, CA, CO, GA, ID, IL, IN, IA, KS, LA, MD, MI, MN, MT, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WY, MO, WA, TX, NH, CT, FL
All web addresses on file
- https://www.linkedin.com/company/suncrestadvisors/
- https://besmartfinancial.com/
- https://www.facebook.com/brevitywealth
- https://www.linkedin.com/company/green-street-wealth-advisors
- https://stephanifs.com/
- https://www.dolemanwealth.com/
- https://www.linkedin.com/company/hudsonoakswm
- https://www.linkedin.com/company/alignment-financial-advisors
- https://www.portsidewealth.com
- https://www.brightsidewm.com/
- https://www.mckellpartners.com/
- https://aventuswealth.com/
- https://www.paulewell.com/
- https://mountainstateswealth.com
- https://legacywealthic.com/home
- https://trurockwealth.com/
- https://oxfordfinancialgroup.com/
- https://frontieradvisorgroup.com/
- https://canyonstrategicwealth.com/
- https://www.youtube.com/@TheRetirementExperience
- https://www.facebook.com/dolemanwealth
- https://www.facebook.com/mckellwealthplanning
- https://cache-financial.com/
- https://www.alignmentfinancialadvisors.com/
- https://www.instagram.com/mckellwealthplanning/
- https://greenstreetwealthadvisors.com/
- https://www.facebook.com/hurstFCllc
- https://www.linkedin.com/company/doleman-wealth-management-llc
- https://www.facebook.com/people/Guided-Seasons-Wealth-Advisors/61578099735356/
- https://suncrestadvisors.com/
- https://www.hudson-oaks.com/
- https://www.brevitywealth.com/
- https://www.facebook.com/alignmentfinancialco
- https://mckellwealthplanning.com
- https://www.facebook.com/SuncrestAdvisors
- https://www.facebook.com/mckellpartners/
- https://www.guidedseasons.com/
- https://turningpointfinancialgroup.com/
- https://www.hurstfcllc.com/
- https://www.linkedin.com/company/mckell-partners-wealth-management-a
Official SEC filing: View on IAPD