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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

TitleChief Operations Officer
OwnershipUnder 5%
Control personYes
Since2023
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Portside Wealth Group, LLC

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2023
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