Portside Wealth Group, LLC

Overview

Portside Wealth Group, LLC is an SEC registered investment adviser based in Provo, UT, registered since 2023. It reports $1.4B in assets under management across 7,819 accounts, with 54 employees. It has 56 investment adviser representatives.

Reported AUM

$1.4B

Discretionary

100%

Accounts

7,819

Average account

$183K

Employees

54

Advisory reps

56

Registered since

2023

Jurisdictions

36

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Daniel Romney Blake President CRD 7701846
• Staci Ann Compagno Chief Compliance Officer CRD 2824392
• William Travis Snider Chief Operating Officer CRD 6343464

Advisory reps 3 of 56

• Eric Barnes Investment Adviser Rep CRD 7837963
• Ryan David Bass Insurance Agent · Investment Adviser Rep CRD 7430622
• Megan Nichole Benson Investment Adviser Rep CRD 6875444

53 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3507 N University Ave Ste 150
Provo, UT 84604

County

Utah

Metro area

Provo-Orem, UT

Region

West

Registrations

• SEC registered
• Registered in 36 jurisdictions
• Website: mountainstateswealth.com

Every state, with registration dates

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