Meridian, ID Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Portside Wealth Group, LLC
Multi-team
Firm-wide stats for Portside Wealth Group, LLC
About
Portside Wealth Group is an SEC-registered, multi-advisor wealth management firm that provides discretionary portfolio management, financial planning, pension consulting, co-advisory services, cash management, and client education for individuals (including high‑net‑worth clients), retirement and pension plans, charitable organizations, and corporate entities. The firm also provides class-action monitoring services through a vendor relationship and may assist with IRA rollovers and donor‑advised fund recommendations.
Portside manages client accounts using tailored discretionary mandates and may employ sub‑advisers and third‑party or in‑house model portfolios (including Oxford Models managed by a Portside advisor), with ongoing monitoring and at least annual reviews of accounts. Its investment analysis blends approaches such as fundamental, technical, and modern portfolio theory, and the firm discloses that clients invested in certain model portfolios cannot set restrictions on specific holdings within those models.
A notable feature of Portside is that associated professionals offer related legal and accounting services—some are separately licensed to practice law and as certified public accountants—so advisory services are offered alongside affiliated legal and accounting expertise. The firm also discloses certain management personnel hold a partial ownership interest in a recommended sub‑adviser (Orion) and documents active due‑diligence steps to address that conflict; founded in 2023, Portside has grown to manage approximately $1.43 billion across its advisor teams and client relationships.
Based on Portside Wealth Group, LLC
Expertise
Based on Portside Wealth Group, LLC
Location
3137 S Meridian Rd Suite 100
Meridian ID 83642
Advisors at this office
3
Advisors at this office
Scott D
Series 65
Meridian, ID
Portside Wealth Group, LLC
Scott Davis is a financial advisor with Portside Wealth Group, LLC in Meridian, Idaho. He holds a Series 65 credential and has one year of industry experience. Prior to joining Portside, he worked in various accounting and tax preparation roles, including founding Scott Davis CPA, LLC, where he provides tax preparation services. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management and financial planning, using a blend of fundamental, technical, and modern portfolio theory approaches, alongside affiliated legal and accounting expertise.
Randy H
Series 65
Meridian, ID
Portside Wealth Group, LLC
Randy Hyer is a financial advisor at Portside Wealth Group, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Hurst Financial Consulting, First Community Bank, US Bank, Primary Residential Mortgage, and Mountain America Credit Union. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning using tailored investment mandates and a blend of fundamental, technical, and modern portfolio theory approaches.
Jeffrey H
Series 63, Series 65
Meridian, ID
Portside Wealth Group, LLC
Jeffrey Hurst is a financial advisor at Portside Wealth Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms, including DFPG Investments, Inc and Allegis Investment Advisors LLC. In addition to his advisory role, he is owner and CPA of Hurst Tax Service, providing tax preparation and advice. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management and financial planning, utilizing a blend of fundamental, technical, and modern portfolio theory in its investment approach and integrating related legal and accounting services through affiliated professionals.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")