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
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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
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- 06b
false
2023-05-17
false
true
false
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Portside Wealth Group, LLC
Staci Compagno
Staci Compagno
Manager
2023-05-31