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Portside Wealth GroupFinancial advisor in Provo, UT

Portside Wealth Group is a financial advisor at 3507 N University Ave #150, Provo, UT 84604, ranked #45 of 158 financial advisors in Provo and rated 5.0 from 6 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Provo, UTUpdated 0 paid placements in any rankingHow we rank

Call (385) 412-1222Website ↗

Key facts

Key facts about Portside Wealth Group
Address3507 N University Ave #150, Provo, UT 84604Get directions
Phone(385) 412-1222
Websiteportsidewealth.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Provo and 11 towns within 25 miles: Orem, Lindon, Pleasant Grove, Springville, American Fork, Cedar Hills, Spanish Fork, Highland, Lehi, Alpine and Saratoga Springs.

Based in Provo, UTView on map

Opening hours

Opening hours for Portside Wealth Group
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Portside Wealth Group

How is Portside Wealth Group ranked in Provo?

Portside Wealth Group is ranked #45 of 158 financial advisors in Provo by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Portside Wealth Group’s hours?

Portside Wealth Group is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Portside Wealth Group serve?

Serves Provo and 11 towns within 25 miles: Orem, Lindon, Pleasant Grove, Springville, American Fork, Cedar Hills, Spanish Fork, Highland, Lehi, Alpine and Saratoga Springs. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Portside Wealth Group?

Portside Wealth Group has a rating of 5.0 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Portside Wealth Group?

Call Portside Wealth Group on (385) 412-1222. The business is at 3507 N University Ave #150, Provo, UT 84604. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Portside Wealth Group compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Portside Wealth Group (this business)—685.0 (6)NoNo
Clarke Capital Partners#43684.5 (8)NoNo1.6 mi
Hobble Creek Wealth#44685.0 (13)NoNo3.5 mi
Smart Financial#46684.8 (6)NoNo3.2 mi

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