PORTICO WEALTH ADVISORS, LLC of LARKSPUR, CA is an SEC-registered investment adviser (CRD 151794). Regulatory assets under management: $264.0M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Jonathan David Leidy | MANAGING MEMBER | — |
| David Joseph Tarantino | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| TARANTINO DAVID JOSEPH | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| LEIDY JONATHAN DAVID | MANAGING MEMBER | — |