| Name | Title | Ownership | Since |
|---|---|---|---|
| David Joseph Tarantino Control | Managing Member, Chief Compliance Officer | 50-75% | 2010 |
| Jonathan David Leidy Control | Managing Member | 25-50% | 2009 |
Portico Wealth Advisors, LLC reports $264 million in regulatory assets under management on its Form ADV.
Portico Wealth Advisors, LLC reports 4 employees.
Portico Wealth Advisors, LLC is based in Larkspur, CA.
Portico Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 17 E. Sir Francis Drake Blvd., Suite 218, Larkspur, CA 94939 |
| Office hours | 8:00-5:00 |
| Discloses disciplinary history | No |
| Discretionary | $264M |
| Non-discretionary | $0 |
| Total (RAUM) | $264M |