PORTSIDE WEALTH GROUP, LLC

CRD

325175

SEC file #

801-127529

EIN

922393150

DBA names

—

Economics

AUM

$1.43B

AUM band

$1B+

AUM trajectory

'25 · $1.13B

'26 · $1.43B

'25'26

$1.13B → $1.43B▲ +27%

sec adv history

Client mix

Individuals Other	4,171
Individuals High Net Worth	2,086
Corporations	114
Pension Profit Sharing Plans	100
Charitable Organizations	4

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 42 advisors

'26 · 47 advisors

'25'26

42 advisors → 47 advisors▲ +12%

sec adv history

Primary office

PROVO UT

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

04/29/2026

youtube.com/@theretirementexperience

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

BLACK ROCK CAPITAL, LLC

Top Owner Pct

17.5

Top Owner Entity Kind

Owner Count

Control Persons

BLACK ROCK CAPITAL, LLC

POINT CABRILLO PARTNERS, LLC

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

social_url_excluded:youtube.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

89,975

Form 5500 Compensation Trajectory 3y

2025	61,923
2026	28,052

Form 5500 Plan Count Trajectory 3y

2025	1
2026	1

Schedule C Total Compensation

89,975

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001978608

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2023-05-31

Edgar Last Filing Date

2026-05-12

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-12

Accession0002085853-26-000585

Edgar Form D Count

Edgar Form D Offerings

2023-05-312023-05-31 · 0001978608-23-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.2356

Soi Zip Pct 200k Plus

0.0901

Soi Zip Returns 200k Plus

1,450

Soi Zip Total AGI

1,883,496

Fdic Zip Total Deposits

32,838,411,000

Fdic Zip Branch Count

184

Fdic Zip Top Banks

Green Dot Bank DBA Bonneville Bank

Green Dot Bank Dba Bonneville Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (21)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

3507 N UNIVERSITY AVESUITE 150PROVO, UT 84604

Business

3507 N UNIVERSITY AVESUITE 150PROVO, UT 84604

Edgar EIN

922393150

Edgar Recent Filings

13F-HR2026-05-12 · 0002085853-26-000585

13F-HR2026-01-21 · 0002085853-26-000060

Fdic Zip Branches Raw

Far West BankProvo, UT

Fdic Zip HHI

2709.83

Fdic Zip Top Bank Share Pct

42.78

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	73,730
Returns	6,000

Stub 2

AGI	116,900
Returns	3,240

Stub 3

AGI	112,253
Returns	1,820

Soi Zip Total Business Income

47,988

Soi Zip Total Cap Gains

393,753

Soi Zip Total Dividends

71,831

Soi Zip Total Returns

16,090

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