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David Joseph Tarantino

Managing Member, Chief Compliance OfficerPortico Wealth Advisors, LLCCRD 1886426

About David Joseph Tarantino

David Joseph Tarantino is listed as Managing Member, Chief Compliance Officer at Portico Wealth Advisors, LLC in Larkspur, CA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Portico Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David Joseph Tarantino work?

David Joseph Tarantino is listed as Managing Member, Chief Compliance Officer at Portico Wealth Advisors, LLC on SEC Form ADV.

How much of Portico Wealth Advisors, LLC does David Joseph Tarantino own?

Form ADV reports a beneficial ownership band of 50-75%.

Portico Wealth Advisors, LLC

TitleManaging Member, Chief Compliance Officer
Ownership50-75%
Control personYes
Since2010
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