This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$141MItem 5.F on the latest filing (2026-01-21); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$141M

Private client RAUM

$141MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$141Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

1

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

388

Individual clients

81

High net worth clients

82

SEC number

801-134885

CRD

283040

Filings on the tape

1

First filed

Jan 21, 2026

Latest filed

Jan 21, 2026

Organised

Limited Liability Company, UT

• Occurred

  Oct 28, 2024
  Advisor changed firm

  Aaron Bradley Larson left Olympus Peaks Financial, Llc for Portside Wealth Group, Llc (registered 2025-03-04)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:077bddb7-11e7-66a6-23c1-4bf95c607ac9

First observed

Jan 21, 2026

Last observed

Jan 21, 2026 8 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.