Timothy Warren Whipple
Investment adviser representative at Portside Wealth Group, LLC
11 yearsExperience
1 stateRegistered in
$1.4BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Portside Wealth Group, LLCApr 2026 to now
- Suncrest AdvisorsApr 2026 to now
- Hub Commercial, LLCDec 2019 to now
- Sunbelt Business Brokers of PhoenixDec 2019 to now
- Timothy Whipple, PllcNov 2016 to now
- Pfs Investments Inc.Jul 2025 to Nov 2025
- Primerica Financial ServicesFeb 2025 to Nov 2025
- Hub AcquisitionsJul 2023 to Dec 2024
- Finalis Securities LLCJul 2023 to Aug 2023
- The Vanguard Group, Inc.Apr 2021 to Jul 2021
- West USA RealtySep 2015 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Portside Wealth Group, LLC
$1.4BAssets managed
6,475Clients
56Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7364167
- Firm CRD
- 325175