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CFP
DG
CFP

David Gallman

Portside Wealth Group, LLC
21 Years of Experience
Sandy, UT
Sells Insurance
View SEC Summary
View SEC Summary

David Gallman is a CFP-designated registered investment advisor at Portside Wealth Group, LLC, based in Sandy, UT, with 21 years of industry experience. David 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
—
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Location

Sandy, UT

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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

David is an agent for fixed life insurance, dedicating a few hours per week to providing insurance solutions to clients. He also provides budget and financing guidance through Gallman Group, spending minimal time on this non-investment related activity.

Employment History
Current Registrations
Portside Wealth Group, LLC
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Townsquare Capital, LLC
February 2021 - June 2023 · 2 yrs 4 mos
Lone Peak Advisers, INC.
October 2018 - March 2020 · 1 yr 5 mos
Legacy Wealth Management, LLC
October 2017 - October 2018 · 1 yr
First Capital Advisors Group, LLC
December 2016 - February 2017 · 2 mos
Mercer Global Advisors INC.
September 2015 - April 2016 · 7 mos
E*trade Capital Management, LLC
October 2011 - September 2015 · 3 yrs 11 mos
New England Securities Corporation
September 2009 - August 2011 · 1 yr 11 mos
Ameriprise Financial Services, INC.
December 2002 - June 2009 · 6 yrs 6 mos
State Registrations2 states
TXUT
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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