William Travis Snider
Chief Operations OfficerPortside Wealth Group, LLCCRD 6343464
About William Travis Snider
William Travis Snider is listed as Chief Operations Officer at Portside Wealth Group, LLC in Provo, UT. Form ADV reports a beneficial ownership band of Under 5%. William Travis Snider is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Portside Wealth Group, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does William Travis Snider work?
William Travis Snider is listed as Chief Operations Officer at Portside Wealth Group, LLC on SEC Form ADV.
How much of Portside Wealth Group, LLC does William Travis Snider own?
Form ADV reports a beneficial ownership band of Under 5%.
Portside Wealth Group, LLC
| Title | Chief Operations Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |
Portside Wealth Group, LLC
| Title | Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2023 |