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Adam Graves

Portside Wealth Group, LLC
11 Years of Experience
Greenwood Village, CO
Sells Insurance
View SEC Summary
View SEC Summary

Adam Graves is a registered investment advisor at Portside Wealth Group, LLC, based in Greenwood Village, CO, with 11 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 6,475 clients with $1.4B in assets under management.

Portside Wealth Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
56 advisors
Number of Clients
6,475 clients
Average Client Portfolio
$221K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual portfolio management fees range from 0% to 2.00% depending on asset size, complexity, and administration level. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9350 E. Arapahoe Rd Suite 220, Greenwood Village, CO, 80112

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adam is the Chair of the Central Committee for Colorado State House District 37, dedicating a few hours per week to this role. He also works with Alignment Financial selling life and health insurance, which takes about a third of his time.

Employment History
Current Registrations
Portside Wealth Group, LLC
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Townsquare Capital, LLC
June 2018 - June 2023 · 5 yrs
Allegis Investment Services, LLCBroker
March 2017 - March 2019 · 2 yrs
Allegis Investment Advisors, LLC
December 2014 - June 2018 · 3 yrs 6 mos
State Registrations2 states
COTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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