Portico Wealth Advisors, LLC
CRD 151794SEC# 801-95174Larkspur, CA
No longer SEC-registered. Portico Wealth Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$264M
Employees
4
Accounts
303
Location
Larkspur, CA
Portico Wealth Advisors, LLC assets under management
Portico Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Larkspur, CA. It reports $264 million in regulatory assets under management and employs 4 people.
Portico Wealth Advisors, LLC owners & executives
2 reported| 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 |
Frequently asked questions
How much does Portico Wealth Advisors, LLC manage?
Portico Wealth Advisors, LLC reports $264 million in regulatory assets under management on its Form ADV.
How many employees does Portico Wealth Advisors, LLC have?
Portico Wealth Advisors, LLC reports 4 employees.
Where is Portico Wealth Advisors, LLC located?
Portico Wealth Advisors, LLC is based in Larkspur, CA.
Does Portico Wealth Advisors, LLC disclose fund performance?
Portico Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 17 E. Sir Francis Drake Blvd., Suite 218, Larkspur, CA 94939 |
| Office hours | 8:00-5:00 |
| Discloses disciplinary history | No |
Regulatory AUM
$264MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$264Mregulatory AUM
Discretionary $264M