Portside Wealth Group, LLC — Form D

Portside Wealth Group, LLC of PROVO, UT, a company, filed a Form D exempt-offering notice with the SEC on 2023-05-31. The offering totals $500K, of which $413K was reported sold. Industry: Investing.

Offering

• Filed: 2023-05-31
• Form: D
• Accession: 0001978608-23-000001
• Industry: Investing
• Exemptions: 06b
• Total offering: $500K
• Amount sold: $413K
• Remaining: $88K
• Investors: 14
• Date of first sale: 2023-05-17
• Security types: equity
• Revenue range: Decline to Disclose
• SEC file number: 021-483049

Issuer

• Name: Portside Wealth Group, LLC
• CIK: 0001978608
• Entity type: Limited Liability Company
• Jurisdiction: DELAWARE
• Incorporated: 2023
• Address: 3507 N UNIVERSITY AVE, PROVO, UT, 84604
• Phone: 385-412-1222

Officers, directors & promoters (3)

More

• CIK 1978608 on SEC EDGAR (source of record)
• This page as markdown (for LLM agents)
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