Key facts
- PORTICO WEALTH ADVISORS, LLC is a other based in LARKSPUR, CA.
- PORTICO WEALTH ADVISORS, LLC reports $489K in regulatory assets under management, per its SEC Form ADV (2025-03).
Registered with the SEC
Form ADV · 2025-03 · CRD 151794- Regulatory AUM
- $489K
- Private fund assets
- —
- Private funds
- —
- Staff
- 4
- Registered office
- LARKSPUR, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for PORTICO WEALTH ADVISORS, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is PORTICO WEALTH ADVISORS, LLC's AUM?
- PORTICO WEALTH ADVISORS, LLC manages approximately $489K in assets.