PORTICO WEALTH ADVISORS, LLC
CRD #151794 SEC #801-95174 LARKSPUR, CA 415-925-8700
SEC Registered
Total AUM
$264M
Discretionary
$264M
Employees
4
Clients
10
Accounts
303
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $264M | $264M | $0 | 4 | 25 |
| Mar 2024 | $232.3M | $232.3M | $0 | 4 | 25 |
| Mar 2023 | $191.4M | $191.4M | $0 | 4 | 25 |
| Mar 2022 | $195.9M | $195.9M | $0 | 4 | 25 |
| Mar 2021 | $153M | $153M | $0 | 4 | 25 |
| Mar 2021 | $153M | $153M | $0 | 4 | 25 |
| Nov 2020 | $122.6M | $122.6M | $0 | 2 | 23 |
| Jul 2020 | $122.6M | $122.6M | $0 | 2 | 23 |
| Feb 2020 | $122.6M | $122.6M | $0 | 2 | 23 |
| Mar 2019 | $104M | $104M | $0 | 2 | 22 |
| Mar 2018 | $103.8M | $103.8M | $0 | 2 | 20 |
| Nov 2017 | $98.9M | $98.9M | $0 | 2 | 18 |
| Mar 2017 | $66.6M | $66.6M | $0 | 2 | 26 |
| Mar 2016 | $170.8M | $49.6M | $121.3M | 2 | 26 |
| Apr 2015 | $108.1M | $40.3M | $67.8M | 2 | 26 |
DateMar 2025
Total AUM$264M
Discretionary$264M
Non-Disc.$0
Employees4
Clients25
DateMar 2024
Total AUM$232.3M
Discretionary$232.3M
Non-Disc.$0
Employees4
Clients25
DateMar 2023
Total AUM$191.4M
Discretionary$191.4M
Non-Disc.$0
Employees4
Clients25
DateMar 2022
Total AUM$195.9M
Discretionary$195.9M
Non-Disc.$0
Employees4
Clients25
DateMar 2021
Total AUM$153M
Discretionary$153M
Non-Disc.$0
Employees4
Clients25
DateMar 2021
Total AUM$153M
Discretionary$153M
Non-Disc.$0
Employees4
Clients25
DateNov 2020
Total AUM$122.6M
Discretionary$122.6M
Non-Disc.$0
Employees2
Clients23
DateJul 2020
Total AUM$122.6M
Discretionary$122.6M
Non-Disc.$0
Employees2
Clients23
DateFeb 2020
Total AUM$122.6M
Discretionary$122.6M
Non-Disc.$0
Employees2
Clients23
DateMar 2019
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees2
Clients22
DateMar 2018
Total AUM$103.8M
Discretionary$103.8M
Non-Disc.$0
Employees2
Clients20
DateNov 2017
Total AUM$98.9M
Discretionary$98.9M
Non-Disc.$0
Employees2
Clients18
DateMar 2017
Total AUM$66.6M
Discretionary$66.6M
Non-Disc.$0
Employees2
Clients26
DateMar 2016
Total AUM$170.8M
Discretionary$49.6M
Non-Disc.$121.3M
Employees2
Clients26
DateApr 2015
Total AUM$108.1M
Discretionary$40.3M
Non-Disc.$67.8M
Employees2
Clients26