| 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 |
Portside Wealth Group, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
Portside Wealth Group, LLC reports 46 employees.
Portside Wealth Group, LLC is based in Provo, UT and has been SEC-registered since 2023.
Portside Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 | No |
| Discretionary | $1.13B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.13B |