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PORTSIDE WEALTH GROUP, LLC

PROVO, UT · CRD 325175 · IAPD ↗ · 385-412-1222

$1.43BRegulatory AUM
47Advisory reps
54Employees
20Clients
26-50Planning clients
0Private funds
36States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
May 2026 — PORTSIDE WEALTH GROUP, LLC added office(s): 42 -> 43 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
April 2026 — PORTSIDE WEALTH GROUP, LLC changed its website from frontieradvisorgroup.com to cache-financial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2026 — PORTSIDE WEALTH GROUP, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2026 — PORTSIDE WEALTH GROUP, LLC added office(s): 36 -> 42 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2026 — PORTSIDE WEALTH GROUP, LLC reported RAUM up 27% ($1.13B -> $1.43B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2026 — PORTSIDE WEALTH GROUP, LLC grew from 42 to 47 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
January 2026 — PORTSIDE WEALTH GROUP, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
July 2025 — PORTSIDE WEALTH GROUP, LLC added office(s): 35 -> 36 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — PORTSIDE WEALTH GROUP, LLC added office(s): 34 -> 35 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
March 2025 — PORTSIDE WEALTH GROUP, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
March 2025 — PORTSIDE WEALTH GROUP, LLC crossed $1B in regulatory AUM ($884.8M -> $1.13B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
January 2025 — PORTSIDE WEALTH GROUP, LLC added office(s): 33 -> 34 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
November 2024 — PORTSIDE WEALTH GROUP, LLC notice-filed in IA, KY, MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
November 2024 — PORTSIDE WEALTH GROUP, LLC added office(s): 28 -> 33 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2024 — PORTSIDE WEALTH GROUP, LLC added office(s): 27 -> 28 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2024 — PORTSIDE WEALTH GROUP, LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2024 — PORTSIDE WEALTH GROUP, LLC now reports custody of client assets ($134.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
28
February 2024 — PORTSIDE WEALTH GROUP, LLC changed its website from suncrestadvisors.com to oxfordfinancialgroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.