RIA Intel›Advisers›California›PORTICO WEALTH ADVISORS, LLC

PORTICO WEALTH ADVISORS, LLC

Advisory

N·LARKSPUR, CA

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM
$264M
1-Year AUM Growth
+13.6%
3-Year CAGR
+10.3%
Employees
2
Assets Under Management
Total AUM$264M
Discretionary AUM$264M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients111
Team
Total Employees2
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record15
First FilingApr 14, 2015
Latest FilingMar 31, 2025
🔒 Full AUM trend chart and 15 historical filings spanning 10+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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