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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TARANTINO, DAVID, JOSEPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| TARANTINO, DAVID, JOSEPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| TARANTINO, DAVID, JOSEPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| TARANTINO, DAVID, JOSEPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| TARANTINO, DAVID, JOSEPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| TARANTINO, DAVID, JOSEPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| TARANTINO, DAVID, JOSEPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| TARANTINO, DAVID, JOSEPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| TARANTINO, DAVID, JOSEPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| TARANTINO, DAVID, JOSEPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| TARANTINO, DAVID, JOSEPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| TARANTINO, DAVID, JOSEPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| TARANTINO, DAVID, JOSEPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| TARANTINO, DAVID, JOSEPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| TARANTINO, DAVID, JOSEPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| TARANTINO, DAVID, JOSEPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| LEIDY, JONATHAN, DAVID | I | MANAGING MEMBER | C | Control |
| LEIDY, JONATHAN, DAVID | I | MANAGING MEMBER | C | Control |
| LEIDY, JONATHAN, DAVID | I | MANAGING MEMBER | C | Control |
| LEIDY, JONATHAN, DAVID | I | MANAGING MEMBER | C | Control |
| LEIDY, JONATHAN, DAVID | I | MANAGING MEMBER | C | Control |
| LEIDY, JONATHAN, DAVID | I | MANAGING MEMBER | C | Control |
| LEIDY, JONATHAN, DAVID | I | MANAGING MEMBER | C | Control |
| LEIDY, JONATHAN, DAVID | I | MANAGING MEMBER | C | Control |
| LEIDY, JONATHAN, DAVID | I | MANAGING MEMBER | C | Control |
| LEIDY, JONATHAN, DAVID | I | MANAGING MEMBER | C | Control |
| LEIDY, JONATHAN, DAVID | I | MANAGING MEMBER | C | Control |
| LEIDY, JONATHAN, DAVID | I | MANAGING MEMBER | C | Control |
| LEIDY, JONATHAN, DAVID | I | MANAGING MEMBER | C | Control |
| LEIDY, JONATHAN, DAVID | I | MANAGING MEMBER | C | Control |
| LEIDY, JONATHAN, DAVID | I | MANAGING MEMBER | C | Control |
| LEIDY, JONATHAN, DAVID | I | MANAGING MEMBER | C | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (1)
CA
Address
17 E. SIR FRANCIS DRAKE BLVD.SUITE 218
LARKSPUR, CA 94939
United States
Phone: 415-925-8700