Jonathan David Leidy is listed as Managing Member at Portico Wealth Advisors, LLC in Larkspur, CA. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Portico Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jonathan David Leidy work?
Jonathan David Leidy is listed as Managing Member at Portico Wealth Advisors, LLC on SEC Form ADV.
How much of Portico Wealth Advisors, LLC does Jonathan David Leidy own?
Form ADV reports a beneficial ownership band of 25-50%.