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Catherine Audrey White

Portside Wealth Group, LLC

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About Catherine Audrey White

Catherine Audrey White is a registered investment advisor representative with Portside Wealth Group, LLC, a firm based in Provo, UT. Catherine has been in the industry for 4 years and is currently registered in Utah. Previously, Catherine worked at DFPG INVESTMENTS, LLC in Lehi, UT, FIDELITY BROKERAGE SERVICES LLC in American Fork, UT, and SYNOVUS SECURITIES, INC. in Columbus, GA. Catherine specializes in portfolio management for businesses and individuals, financial planning, and pension consulting.

Firm Information

Catherine White 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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Catherine White’s Registration & Firm History

UT

06/27/2023 - Present

Portside Wealth Group, LLC (PROVO UT)

UT

02/02/2022 - 05/02/2023

DFPG INVESTMENTS, LLC (Lehi UT)

UT

07/28/2020 - 04/05/2021

FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)

GA

06/11/2018 - 05/27/2020

SYNOVUS SECURITIES, INC. (COLUMBUS GA)

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Licenses & Designations

BOTH

Issued 09/24/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Catherine Audrey White.
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