# PORTSIDE WEALTH GROUP, LLC

PORTSIDE WEALTH GROUP, LLC of PROVO, UT is an SEC-registered investment adviser.

## Registration

- CRD: 325175
- Type: SEC-registered investment adviser
- SEC file number: 801-127529
- Location: 3507 N UNIVERSITY AVE, SUITE 150, PROVO, UT, 84604
- Phone: 385-412-1222
- Latest filing: 2026-07-22
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Clients: 54
- Accounts: 7,819

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| BLAKE J DANIEL | PRESIDENT | BALTIMORE, MD |
| Miller Scott | MEMBER | Rye, NY |
| Daniel Romney Blake | PRESIDENT | Provo, UT |
| William Travis Snider | CHIEF OPERATIONS OFFICER; MANAGING MEMBER | — |
| Staci Ann Compagno | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| Kurt Harold Brown | MEMBER | — |
| Steven Scott Miller | MEMBER | — |
| Brian John Miller | MEMBER | — |
| Sam Vincent Compagno | MEMBER | — |
| BROWN PAUL HAROLD | MEMBER | — |
| MILLER DAVID JOHN | MEMBER | — |
| MILLER DOUGLAS BRIAN | MEMBER | — |
| COMPAGNO STACI ANN | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| MILLER ERIC STEVEN | MEMBER | — |
| SNIDER WILLIAM TRAVIS | CHIEF OPERATIONS OFFICER; MANAGING MEMBER | — |
| BLAKE DANIEL ROMNEY | PRESIDENT | — |
| COMPAGNO SAM | MEMBER | — |
| COMPAGNO SAM VINCENT | MEMBER | — |


## Disclosures (9)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | civil | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325175/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325175/similar
- Related entities: https://search.stillhousedata.com/firm/325175/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325175

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.