Fee-only adviser · Provo, UT
Portside Wealth Group, LLC
Portside Wealth Group, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Provo, Utah. On its latest Form ADV, filed October 19, 2026, it reports $1.4B in regulatory assets under management, 6,257 individual clients and 47 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 325175 · SEC file 801-127529 |
| Office | 3507 N University Ave Suite 150 Provo, UT 84604 |
| Phone | (385) 412-1222 |
| Website | www.portsidewealth.com |
| Regulatory assets under management | $1.4B |
| Individual clients | 4,171 non-high-net-worth, 2,086 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers, Educational seminars |
| Employees | 54 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 19, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Provo
- The Norden Group LLC $2.0B
- Paragon Wealth Management $153M
- Retirement Advice LLC $26M
- Chugg Wealth Strategies, LLC $28M
- Sunset Retirement Advisors LLC $3.5M
- Joseph M. Larsen, C.p.a., P.C. $2.2M
See all 10 fee-only advisers in Provo →
Nearby
- Orem 6 firms
- Lindon 1 firm
- Pleasant Grove 1 firm
- American Fork 1 firm
- Highland 1 firm
- Alpine 2 firms
- Spanish Fork 1 firm
- Lehi 11 firms
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