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Portside Wealth Group, LLC CRD 325175
$1.43B regulatory AUM 20 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3507 N University Ave Suite 150, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-25 |
| CO | RA | APPROVED | 2025-07-17 |
| ID | RA | APPROVED | 2025-07-17 |
Branch Locations
Twin Falls, ID • United States
300 Union Blvd Suite 100, Lakewood, CO 80228 • United States
3507 N University Ave Suite 150, Provo, UT 84604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegis Investment Services | Idaho Falls | ID | 10/2017 | 04/2019 |
| Copper Rill Restaurant | Idaho Falls | ID | 02/2016 | 02/2019 |
| Dfpg Investments, Inc. | Sandy | UT | 04/2019 | 05/2023 |
| Concorde Investment Services | Livonia | MI | 05/2023 | 10/2024 |
| Doleman Wealth Management | Lakewood | CO | 04/2019 | Present |
| Portside Wealth Group | Provo | UT | 07/2025 | Present |
02/2026: Megan Benson, owner operator for creating and selling handmade crocheted items on Etsy. No imcome, yet. Non Investment Related, no conflict.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-15 |
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