Portside Wealth Group, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 325175
· SEC file 801-127529
· Provo, UT
· www.youtube.com
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ADV data as of Jul 22, 2026
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 6,475
- Avg AUM / client
- $221K
- Accounts
- 7,819
- Employees
- 54
AUM over time
$0
$1.4B
Feb 23, 2023
Jul 22, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4,171 | $818M | 57.1% |
| High net worth individuals | 2,086 | $409M | 28.6% |
| Pension and profit sharing plans | 100 | $130M | 9.07% |
| Charitable organizations | 4 | $16.6M | 1.16% |
| Corporations and other businesses | 114 | $58.5M | 4.09% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Handy Truck Line, Inc. 401(k) Profit Sharing Plan Handy Truck Line, Inc. | 2024 |
People (59)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Staci Ann Compagno | Chief Compliance Officer | Jul 2022 (4y) | ≈ 7.5% – 25% via Tjk Invest, Llc | |
| Compagno, Sam, Vincent | Member | Jan 2023 (4y) | ≈ 7.5% – 25% via Tjk Invest, Llc | |
| Kurt Harold Brown | Member | Jan 2023 (4y) | ≈ 5% – 18.75% via Point Cabrillo Partners, Llc | |
| Miller, Brian, John | Member | Jan 2023 (4y) | ≈ 2.5% – 12.5% via Point Cabrillo Partners, Llc | |
| Miller, Steven, Scott | Member | Jan 2023 (4y) | ≈ 2.5% – 12.5% via Point Cabrillo Partners, Llc | |
| William Travis Snider | Managing Member | Jan 2023 (4y) | ≈ 7.5% – 25% via Praemon, Llc | |
| Blake, Daniel, Romney | President | Feb 2023 (4y) | Less than 5% | |
| Eric Dean Stuart | Registered representative | Apr 2023 (3y) | ||
| Jason Carlyle Seymour | Registered representative | Apr 2023 (3y) | ||
| Kent William Binning | Registered representative | Apr 2023 (3y) | ||
| Randall Greer Sparks | Registered representative | Apr 2023 (3y) | ||
| Rodney Austin Walker | Registered representative | CFP | Apr 2023 (3y) | |
| Adam Scott Graves | Registered representative | Apr 2023 (3y) | ||
| Michele Marie Laws | Registered representative | Apr 2023 (3y) | ||
| Scott Martin Stephan | Registered representative | Apr 2023 (3y) | ||
| Brent D Christensen | Registered representative | Apr 2023 (3y) | ||
| Timothy William Floyd | Registered representative | Apr 2023 (3y) | ||
| Alyssa Moore | Registered representative | Apr 2023 (3y) | ||
| Adam Keith Mc Kell | Registered representative | Apr 2023 (3y) | ||
| Charles Ryan Dunn | Registered representative | Apr 2023 (3y) | ||
| Jeremy Rich Johnston | Registered representative | Apr 2023 (3y) | ||
| Matthew Boyce Lowery | Registered representative | CFP | Apr 2023 (3y) | |
| Melinda Kaye Perez | Registered representative | Apr 2023 (3y) | ||
| Richard Gordon Rogers | Registered representative | Apr 2023 (3y) | ||
| Sean Patrick Heney | Registered representative | Apr 2023 (3y) | ||
| Warren Craig Judd | Registered representative | Apr 2023 (3y) | ||
| Mark Eldon Mckell | Registered representative | Apr 2023 (3y) | ||
| Jason Robert Jones | Registered representative | CFP | May 2023 (3y) | |
| John William Homer | Registered representative | Chartered Financial Consultant | May 2023 (3y) | |
| Paul Gordon Ewell | Registered representative | May 2023 (3y) | ||
| Ryan Bass | Registered representative | May 2023 (3y) | ||
| Kyler J Redder | Registered representative | May 2023 (3y) | ||
| David Adams Gallman | Registered representative | CFP | May 2023 (3y) | |
| Jacob Anthony Rust | Registered representative | CFP Chartered Financial Consultant | May 2023 (3y) | |
| Jeffrey Robert Hurst | Registered representative | May 2023 (3y) | ||
| Kimberly Kay Doleman | Registered representative | May 2023 (3y) | ||
| Jeffrey Ray Wangsgard | Registered representative | May 2023 (3y) | ||
| Bret Philip Bryce | Registered representative | May 2023 (3y) | ||
| Catherine Audrey White | Registered representative | Jun 2023 (3y) | ||
| Paul Weston Saunders | Registered representative | Personal Financial Specialist | Jul 2023 (3y) | |
| Isaac Jess Huether | Registered representative | Sep 2023 (3y) | ||
| Jacob Perry Cazier | Registered representative | Dec 2023 (3y) | ||
| Christopher Sean Cox | Registered representative | May 2024 (2y) | ||
| Andres Esteban Guzman | Registered representative | CFP | Jul 2024 (2y) | |
| Marissa Emily Smith | Registered representative | Sep 2024 (2y) | ||
| Dennis Shane Mcmillan | Registered representative | Oct 2024 (2y) | ||
| Joshua Ian Thayne | Registered representative | Dec 2024 (2y) | ||
| Aaron Bradley Larson | Registered representative | Mar 2025 (1y) | ||
| Randy Chance Hyer | Registered representative | Apr 2025 (1y) | ||
| Russell Earl Slack | Registered representative | CFP | Jun 2025 (1y) | |
| Scott Davis | Registered representative | Jul 2025 (1y) | ||
| Dillon A Lenon | Registered representative | Jul 2025 (1y) | ||
| Megan Nichole Benson | Registered representative | Jul 2025 (1y) | ||
| Jeffrey Brent Johnson | Registered representative | CFP | Sep 2025 (1y) | |
| Aaron Mark Mc Kell | Registered representative | Nov 2025 (1y) | ||
| Eric Barnes | Registered representative | Dec 2025 (1y) | ||
| Robert Edward Huett | Registered representative | Chartered Financial Consultant | Apr 2026 (0y) | |
| Timothy Warren Whipple | Registered representative | Apr 2026 (0y) | ||
| Treyton W Walker | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Praemon, Llc | Member | Jan 2023 | A | 10% – 25% |
| Tjk Invest, Llc | Member | Jan 2023 | A | 10% – 25% |
| Point Cabrillo Partners, Llc | Member | Jan 2023 | A | 10% – 25% |
| Black Rock Capital, Llc | Member | Apr 2016 | A | 10% – 25% |
Undisclosed: 0% – 60% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Staci Ann Compagno: 75% – 100% of Tjk Invest, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Compagno, Sam, Vincent: 75% – 100% of Tjk Invest, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Kurt Harold Brown: 50% – 75% of Point Cabrillo Partners, Llc × 10% – 25% direct ≈ 5% – 18.75% of the firm
- Miller, Brian, John: 25% – 50% of Point Cabrillo Partners, Llc × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
- Miller, Steven, Scott: 25% – 50% of Point Cabrillo Partners, Llc × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
- William Travis Snider: 75% – 100% of Praemon, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Handy Truck Line, Inc. 401(k) Profit Sharing Plan | Handy Truck Line, Inc. | 161 | $6.8M | 07/01/2024 |
From Form 5500 service-provider disclosures.
Documents (2 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 1.52 MB | View · PDF · Source ↗ |
| Form ADV (full filing) | 06/08/2026 | 1.55 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $1.3B (89% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 22, 2026.
View current Form ADV (SEC/IAPD) ↗