Portside Wealth Group, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

325175

SEC number

801-127529

Firm type

RIA

Assets under management

$1.4B as of Jun 8, 2026

Website

www.youtube.com/@TheRetirementExperience ↗

Phone

385-412-1222

Address

3507 N University Ave, Provo, UT, 84604

Advisors at this firm

51 in our index · page 1 of 2

• Kent William BinningCRD 4291927 · Provo, UT
  IA RegisteredRegistration inactive
• Kurt Harold BrownCRD 3225031 · Provo, UT
  IA Registered
• Eric BarnesCRD 7837963 · Kaysville, UT
  IA RegisteredRegistration inactive
• Ryan BassCRD 7430622 · Brookyn, NY
  IA Registered
• Megan Nichole BensonCRD 6875444 · Lakewood, CO
  IA RegisteredRegistration inactive
• Bret Philip BryceCRD 7180950 · South Jordan, UT
  IA Registered
  Disclosure event(s) on record
• Jacob Perry CazierCRD 6904198 · Farmington, UT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Brent D ChristensenCRD 6147195 · Orem, UT
  IA RegisteredRegistration inactive
• Staci Ann CompagnoCRD 2824392 · Provo, UT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Christopher Sean CoxCRD 5267373 · San Jose, CA
  IA Registered
• Kimberly Kay DolemanCRD 5121254 · Lakewood, CO
  IA RegisteredRegistration inactive
• Charles Ryan DunnCRD 4645008 · Pleasant View, UT
  IA RegisteredRegistration inactive
• Scott DavisCRD 8123322 · Meridian, ID
  IA Registered
• Paul Gordon EwellCRD 2985150 · Draper, UT
  IA Registered
  Disclosure event(s) on record
• Timothy William FloydCRD 2966820 · St George, UT
  IA Registered
  Disclosure event(s) on record
• David Adams GallmanCRD 4590700 · Sandy, UT
  IA Registered
• Adam Scott GravesCRD 4490894 · Greenwood Village, CO
  IA RegisteredRegistration inactive
• Andres Esteban GuzmanCRD 6212065 · Newport Beach, CA
  IA RegisteredRegistration inactive
• Isaac Jess HuetherCRD 6466508 · Provo, UT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Sean Patrick HeneyCRD 5733969 · Richfield, OH
  IA RegisteredBroker
• John William HomerCRD 249429 · Salt Lakecity, UT
  IA RegisteredBroker
• Jeffrey Robert HurstCRD 4991475 · Meridian, ID
  IA RegisteredBroker
• Randy Chance HyerCRD 7887232 · Meridian, ID
  IA Registered
• Warren Craig JuddCRD 4489418 · Provo, UT
  IA Registered
• Jeffrey Brent JohnsonCRD 3129442 · South Jordan, UT
  IA RegisteredRegistration inactive
• Jeremy Rich JohnstonCRD 2623656 · South Jordan, UT
  IA RegisteredBroker
  Disclosure event(s) on record
• Jason Robert JonesCRD 3108330 · Providence, UT
  IA RegisteredBroker
• Michele Marie LawsCRD 4393923 · Swansea, IL
  IA RegisteredRegistration inactive
• Aaron Bradley LarsonCRD 7655577 · Santaquin, UT
  IA RegisteredRegistration inactive
• Dillon A LenonCRD 8130796 · Idaho Falls, ID
  IA Registered
• Matthew Boyce LoweryCRD 4452645 · Peoria, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Mark Eldon MckellCRD 4491916 · Riverside, CA
  IA Registered
• Dennis Shane McmillanCRD 5126963 · Bountiful, UT
  IA RegisteredBroker
  Disclosure event(s) on record
• Alyssa MooreCRD 6977754 · Taylorsville, UT
  IA Registered
• Aaron Mark MckellCRD 6407126 · Fresno, CA
  IA RegisteredBroker
• Melinda Kaye PerezCRD 7158251 · Provo, UT
  IA Registered
• Kyler J RedderCRD 5543612 · Burley, ID
  IA Registered
• Jacob Anthony RustCRD 5536530 · Provo, UT
  IA RegisteredBroker
• Paul Weston SaundersCRD 5868910 · Providence, UT
  IA RegisteredRegistration inactive
• Jason Carlyle SeymourCRD 2494799 · American Fork, UT
  IA RegisteredRegistration inactive
• Randall Greer SparksCRD 4258245 · South Jordan, UT
  IA Registered
• Scott Martin StephanCRD 2382286 · Riverside, CA
  IA RegisteredRegistration inactive
• Russell Earl SlackCRD 6739839 · Idaho Falls, ID
  IA RegisteredRegistration inactive
• Marissa Emily SmithCRD 7423251 · Provo, UT
  IA RegisteredBroker
• Eric Dean StuartCRD 4181308 · South Jordan, UT
  IA RegisteredBroker
• Joshua Ian ThayneCRD 6628515 · Millcreek, UT
  IA Registered
• Rodney Austin WalkerCRD 4011607 · South Jordan, UT
  IA RegisteredRegistration inactive
• Treyton W WalkerCRD 8273241 · Sandy, UT
  IA Registered
• Jeffrey Ray WangsgardCRD 4464908 · Logan, UT
  IA RegisteredBroker
• Timothy Warren WhippleCRD 7364167 · Scottsdale, AZ
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.