PORTSIDE WEALTH GROUP, LLC
CRD #325175 SEC #801-127529 PROVO, UT 385-412-1222
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
47
Clients
26
Accounts
6,507
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.1B | $1.1B | $0 | 47 | 50 |
| Sep 2025 | $1.1B | $1.1B | $0 | 47 | 50 |
| Jul 2025 | $1.1B | $1.1B | $0 | 46 | 50 |
| Jun 2025 | $1.1B | $1.1B | $0 | 46 | 50 |
| Mar 2025 | $1.1B | $1.1B | $0 | 46 | 50 |
| Mar 2025 | $1.1B | $1.1B | $0 | 46 | 50 |
| Feb 2025 | $1.1B | $1.1B | $0 | 43 | 50 |
| Dec 2024 | $884.8M | $884.8M | $0 | 40 | 19 |
| Nov 2024 | $884.8M | $884.8M | $0 | 40 | 19 |
| Oct 2024 | $884.8M | $884.8M | $0 | 40 | 19 |
| Oct 2024 | $884.8M | $884.8M | $0 | 40 | 19 |
| Oct 2024 | $884.8M | $884.8M | $0 | 40 | 19 |
| Sep 2024 | $884.8M | $884.8M | $0 | 40 | 19 |
| Jul 2024 | $884.8M | $884.8M | $0 | 40 | 19 |
| Mar 2024 | $884.8M | $884.8M | $0 | 40 | 19 |
| Jan 2024 | $848.5M | $848.5M | $0 | 38 | 0 |
| Nov 2023 | $848.5M | $848.5M | $0 | 38 | 0 |
| Oct 2023 | $848.5M | $848.5M | $0 | 13 | 0 |
| Aug 2023 | $848.5M | $848.5M | $0 | 13 | 0 |
| Jul 2023 | $848.5M | $848.5M | $0 | 13 | 0 |
| Jun 2023 | $0 | $0 | $0 | 13 | 0 |
| Jun 2023 | $0 | $0 | $0 | 13 | 0 |
| May 2023 | $0 | $0 | $0 | 13 | 0 |
| Apr 2023 | $0 | $0 | $0 | 13 | 0 |
| Apr 2023 | $0 | $0 | $0 | 13 | 0 |
| Mar 2023 | $0 | $0 | $0 | 13 | 0 |
| Mar 2023 | $0 | $0 | $0 | 13 | 0 |
| Feb 2023 | $0 | $0 | $0 | 13 | 0 |
| Feb 2023 | $0 | $0 | $0 | 13 | 0 |
DateDec 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees47
Clients50
DateSep 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees47
Clients50
DateJul 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees46
Clients50
DateJun 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees46
Clients50
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees46
Clients50
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees46
Clients50
DateFeb 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees43
Clients50
DateDec 2024
Total AUM$884.8M
Discretionary$884.8M
Non-Disc.$0
Employees40
Clients19
DateNov 2024
Total AUM$884.8M
Discretionary$884.8M
Non-Disc.$0
Employees40
Clients19
DateOct 2024
Total AUM$884.8M
Discretionary$884.8M
Non-Disc.$0
Employees40
Clients19
DateOct 2024
Total AUM$884.8M
Discretionary$884.8M
Non-Disc.$0
Employees40
Clients19
DateOct 2024
Total AUM$884.8M
Discretionary$884.8M
Non-Disc.$0
Employees40
Clients19
DateSep 2024
Total AUM$884.8M
Discretionary$884.8M
Non-Disc.$0
Employees40
Clients19
DateJul 2024
Total AUM$884.8M
Discretionary$884.8M
Non-Disc.$0
Employees40
Clients19
DateMar 2024
Total AUM$884.8M
Discretionary$884.8M
Non-Disc.$0
Employees40
Clients19
DateJan 2024
Total AUM$848.5M
Discretionary$848.5M
Non-Disc.$0
Employees38
Clients0
DateNov 2023
Total AUM$848.5M
Discretionary$848.5M
Non-Disc.$0
Employees38
Clients0
DateOct 2023
Total AUM$848.5M
Discretionary$848.5M
Non-Disc.$0
Employees13
Clients0
DateAug 2023
Total AUM$848.5M
Discretionary$848.5M
Non-Disc.$0
Employees13
Clients0
DateJul 2023
Total AUM$848.5M
Discretionary$848.5M
Non-Disc.$0
Employees13
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0