0001978608-23-000001.txt : 20230531 0001978608-23-000001.hdr.sgml : 20230531 20230531165530 ACCESSION NUMBER: 0001978608-23-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20230531 DATE AS OF CHANGE: 20230531 EFFECTIVENESS DATE: 20230531 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Portside Wealth Group, LLC CENTRAL INDEX KEY: 0001978608 IRS NUMBER: 922393150 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-483049 FILM NUMBER: 23981784 BUSINESS ADDRESS: STREET 1: 3507 N UNIVERSITY AVE STREET 2: SUITE 150 CITY: PROVO STATE: UT ZIP: 84604 BUSINESS PHONE: 385-412-1222 MAIL ADDRESS: STREET 1: 3507 N UNIVERSITY AVE STREET 2: SUITE 150 CITY: PROVO STATE: UT ZIP: 84604 D 1 primary_doc.xml X0708 D LIVE 0001978608 Portside Wealth Group, LLC 3507 N UNIVERSITY AVE SUITE 150 PROVO UT UTAH 84604 385-412-1222 DELAWARE None None Limited Liability Company true 2023 Staci Compagno 3507 N University Ave STE 150 Provo UT UTAH 84604 Director Manager Daniel Blake 3507 N University Ave STE 150 Provo UT UTAH 84604 Director Manager Will Snider 3507 N University Ave STE 150 Provo UT UTAH 84604 Director Manager Investing Decline to Disclose 06b false 2023-05-17 false true false 0 500000 412500 87500 false 14 0 0 0 false Portside Wealth Group, LLC Staci Compagno Staci Compagno Manager 2023-05-31