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PORTICO WEALTH ADVISORS, LLC

EIN 27-1799818-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
4
17 EAST SIR FRANCIS DRAKE BOULEVARD, SUITE 218 - LARKSPUR, CA 94939415-925-8700porticowealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.3M - 4 part

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Retirement#001

PORTICO WEALTH ADVISORS 401(K) PLAN

401k

Assets$1.3M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PORTICO WEALTH ADVISORS 401(K) PLAN401k$1.3M42025
Retirement plans
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