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Adam Scott Graves

Portside Wealth Group, LLC

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About Adam Scott Graves

Adam Graves is a financial advisor with Portside Wealth Group, LLC. Adam has been in the industry for several years and is licensed in Colorado and Texas. Adam has a background in financial planning and portfolio management. Adam is committed to providing personalized financial advice and helping clients reach their financial goals.

Firm Information

Adam Graves is currently registered with Portside Wealth Group, LLC. Portside Wealth Group, LLC is a Registered Investment Adviser with the SEC based in Provo, UT. The firm has 35 licensed agents, 40 investment adviser representatives, and 9 registered representatives. They manage $884,770,030 in regulatory assets under management for 10,048 clients. Portside Wealth Group, LLC provides a range of advisory services including financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Their client base includes individuals, corporations, charitable organizations, pension and profit-sharing plans, and high-net-worth individuals.
Portside Wealth Group, LLC

3507 N UNIVERSITY AVE

PROVO, UT 84604

$884.77M

Assets Under Management

19

Total Clients

38

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Graves’s Registration & Firm History

CO

04/20/2023 - Present

Portside Wealth Group, LLC (Auroa CO)

CO

03/24/2017 - 03/01/2019

ALLEGIS INVESTMENT SERVICES, LLC (Aurora CO)

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Licenses & Designations

BC

Issued 07/20/2018

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/03/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Scott Graves.
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