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Portico Wealth Advisors, LLC

EST. AUM
$264,008,425

CONTACTS
1

CLIENT ACCOUNTS
303

Firm Details

Metro area San Francisco
CRD Number 151794
Website porticowealth.com
Client types

Overview

Portico Wealth Advisors, LLC is a California-based, SEC-registered RIA founded in 2010. Serving individuals, families, institutional clients, and plan sponsors, the firm manages approximately $264 million in discretionary assets. As fiduciaries, founding partners Jonathan Leidy and David Tarantino emphasize individualized wealth planning with a strong focus on long-term stability and tailored investment solutions. Operating out of Larkspur, Portico leverages thoughtful client relationships and financial planning expertise to deliver comprehensive advisory services under a fiduciary standard.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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