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PORTICO WEALTH ADVISORS, LLC

LARKSPUR, CA · CRD 151794 · IAPD ↗ · porticowealth.com · 415-925-8700

$264.0MRegulatory AUM
2Advisory reps
4Employees
25Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — PORTICO WEALTH ADVISORS, LLC (LARKSPUR, CA) left the SEC roster (was $264.0M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.