# 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)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Blake | Director | Provo, UT |
| Staci Compagno | Director | Provo, UT |
| Will Snider | Director | Provo, UT |

## More

- [CIK 1978608 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1978608&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001978608-23-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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