Portside Wealth Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Provo, UT. Its latest Form ADV filing, dated April 29, 2026, reports $1.4B in regulatory assets under management, 54 employees, 43 offices, and 7,819 accounts.
Assets Under Management
$1.4B
Employees
54
Offices
43 offices
Total Clients
6,475
Primary office
PROVO, UT
3507 N UNIVERSITY AVE, SUITE 150, PROVO, UT, United States
Top client segmentIndividuals represent 64.4% of total clients.
Top client categories% of clientsClients
1
Individuals
64.4%
4,171
2
HNWI
32.2%
2,086
3
Corporations
1.8%
114
4
Pension Plans
1.5%
100
5
Charitable
0.1%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of April 29, 2026
Discretionary100.0%
$1.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.4B
Total Accounts7,819
10Y AUM Change+$1.4B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees54
Clients per Employee120:1
10Y Employee Change+41 (+315.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.