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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Portico Wealth Advisors LLC
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|---|---|
| CRD # | 151794 |
| SEC # | 801-95174 |
| CIK # | |
| AUM | $264.0 M (2025-03-27) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 415-925-8700 |
| Address | 17 E Sir Francis Drake Blvd Larkspur, CA 94939 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 16.0 |
| (b) Individuals (high net worth individuals) | 55 | 170.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 8.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 69.1 |
| (n) Other | 0 | 0.0 |
| Total | 303 | 264.0 |
| By Discretionary | ||
| Discretionary | 303 | 264.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 303 | 264.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 263.5 | |
| Total | 303 | 264.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Total Solutions Enterprise LLC
✚
|
0.3 | |
|
APS Wealth Management LLC
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|
NY | 0.3 |
|
Marshall Investment Management LLC
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CO | 0.3 |
|
Premier Private Wealth LLC
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|
TN | 0.3 |
|
Holland Advisory Services Inc
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|
FL | 0.3 |
|
Loyola Asset Management LLC
✚
|
FL | 0.3 |
|
Meriwether Wealth & Planning LLC
✚
|
LA | 0.3 |
|
Eastgate Capital Advisors LLC
✚
|
IL | 0.3 |
|
Rademacher Financial Inc
✚
|
KS | 0.3 |
|
Columbia Advisory Partners LLC
✚
|
WA | 0.3 |