Where are Portico Wealth Advisors LLC employees located globally?

Portico Wealth Advisors LLC has employees across 1 continents and 1 countries including United States Of America.

How has Portico Wealth Advisors LLC's team size changed over time?

Portico Wealth Advisors LLC's team has grown from approximately 3 to 4 employees based on available data.

Portico Wealth Advisors LLC Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Portico Wealth Advisors LLC is a financial services firm based in Larkspur, California. The company emphasizes delivering wealth management solutions that are innovative, comprehensive, and tailored to provide a high level of service, drawing on the principals’ collective experience spanning more than seven decades. Its client base appears to seek professional guidance for smart wealth decisions and value the peace of mind that comes from working with an advisory partner. The firm positions itself as a smaller practitioner within the broader financial services landscape, aiming to combine fresh ideas with experienced oversight. Founded by experienced principals, Portico Wealth Advisors operates in a professional services niche focused on personalized wealth management for individuals seeking structured and reliable guidance.

Portico Wealth Advisors LLC Global Highlights

North America
3

United States Of America
3

Portico Wealth Advisors LLC's Leadership

B. B.
Client Service Director
Mobile Phone
Email
J. L.
Principal
Mobile Phone
Email
S. B.
Principal
Mobile Phone
Email

Portico Wealth Advisors LLC Employee Metrics

100%

50%

2026

2025

Banking
Other

Contact profiles from Portico Wealth Advisors LLC

Name

Title

Contact

Location

Last Update

B. B.
Client Service Director
Mobile Phone
Email
United StatesCalifornia
Jun 16, 2025
J. L.
Principal
Mobile Phone
Email
United StatesCalifornia
Jun 01, 2025
S. B.
Principal
Mobile Phone
Email
United StatesCalifornia
May 21, 2025

Frequently Asked Questions

What is Portico Wealth Advisors LLC known for?

Portico Wealth Advisors LLC was founded in 2010 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-415-925-****

. Explore Portico Wealth Advisors LLC's company overview page for more information.

What is Portico Wealth Advisors LLC's most common email format?

Portico Wealth Advisors LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Portico Wealth Advisors LLC email formats with LeadIQ.

How many employees does Portico Wealth Advisors LLC have currently?

Portico Wealth Advisors LLC has approximately 6 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Portico Wealth Advisors LLC's key employees and leadership?

As of August 2026, Portico Wealth Advisors LLC's key employees include:

Client Service Director: B. B.
Principal: J. L.
Principal: S. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

Portico Wealth Advisors LLC Employee Directory

Find Portico Wealth Advisors LLC employees' phone numbers or email addresses

Name search is limited — try advanced search instead