Portside Wealth Group, LLC
● SEC registered since 2023CRD 325175SEC# 801-127529Provo, UT
Reg. AUM
$1.43B
Employees
54
Accounts
7,819
Location
Provo, UT
Portside Wealth Group, LLC assets under management
Portside Wealth Group, LLC is a registered investment adviser overseen by the SEC based in Provo, UT. The firm has been registered since 2023. It reports $1.4 billion in regulatory assets under management and employs 54 people.
Portside Wealth Group, LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Black Rock Capital, LLC | Member | 10-25% | 2016 |
| Daniel Romney Blake Control | President | Under 5% | 2023 |
| Point Cabrillo Partners, LLC | Member | 10-25% | 2023 |
See all 14 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Portside Wealth Group, LLC manage?
Portside Wealth Group, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Portside Wealth Group, LLC have?
Portside Wealth Group, LLC reports 54 employees.
Where is Portside Wealth Group, LLC located?
Portside Wealth Group, LLC is based in Provo, UT and has been SEC-registered since 2023.
Does Portside Wealth Group, LLC disclose fund performance?
Portside Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3507 N University Ave, Suite 150, Provo, UT 84604 |
| Phone | 385-412-1222 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.43B▲ 27%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$1.43Bregulatory AUM
Discretionary $1.43B