RIA Intel›Advisers›Wisconsin›PORTSIDE INVESTMENT ADVISORS, LLC

PORTSIDE INVESTMENT ADVISORS, LLC

Advisory

PORT WASHINGTON, WI

Data as of Jan 28, 2026 · Source: SEC Form ADV

Rank in WI

#294

of 354 advisers by AUM

Average account

$438K

across 175 accounts

AUM per adviser

$38M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 28, 2026.

Total AUM

$77M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$77M

Discretionary AUM$77M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients110

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

110 clients

41 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in WI

Closest by assets under management. All figures from Form ADV.

WHALEN CAPITAL, INC.

$75M

ANEW ADVISORS, LLC

$79M

WEGNER ASSET MANAGEMENT, LLC

$74M

DISCIPLINED FINANCIAL SERVICES, INC.

$74M

PROPHET ASSET MANAGEMENT , INC.

$80M

LA CROSSE ADVISERS LLC

$81M

Get the full picture on PORTSIDE INVESTMENT ADVISORS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track PORTSIDE INVESTMENT ADVISORS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans