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Portico Wealth Advisors LLC Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Portico Wealth Advisors LLC has about 6 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (75%) and United Kingdom Of Great Britain And Northern Ireland (25%).

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

Portico Wealth Advisors LLC Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

North America accounts for 75% of Portico Wealth Advisors LLC's workforce, followed by Europe (25%).

Portico Wealth Advisors LLC's Leadership

  • Client Service Director at Portico Wealth Advisors LLC
    B. B.
    Client Service Director
    Mobile Phone
  • Principal at Portico Wealth Advisors LLC
    J. L.
    Principal
    Mobile Phone
  • Principal at Portico Wealth Advisors LLC
    S. B.
    Principal
    Mobile Phone

Portico Wealth Advisors LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Portico Wealth Advisors LLC

Name
Title
Contact
Location
Last Update
  • Client Service Director at Portico Wealth Advisors LLC
    B. B.
    Client Service Director
    Mobile Phone
    United States, California
    Jun 16, 2025
  • Principal at Portico Wealth Advisors LLC
    J. L.
    Principal
    Mobile Phone
    United States, California
    Jun 01, 2025
  • Principal at Portico Wealth Advisors LLC
    S. B.
    Principal
    Mobile Phone
    United States, California
    May 21, 2025

Frequently Asked Questions

Where are Portico Wealth Advisors LLC's employees located?

Minus sign iconPlus sign iconPortico Wealth Advisors LLC has about 6 employees across 2 continents, most of them in North America. North America accounts for 75% of Portico Wealth Advisors LLC's workforce, followed by Europe (25%). By country, the largest groups are United States Of America (75%) and United Kingdom Of Great Britain And Northern Ireland (25%).

How many employees does Portico Wealth Advisors LLC have currently?

Minus sign iconPlus sign iconPortico Wealth Advisors LLC has approximately 6 employees as of September 2026. These team members are located across 2 continents, including North America and Europe.

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

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As of September 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.

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

Minus sign iconPlus sign iconPortico Wealth Advisors LLC employees' email format typically follows the pattern of First@porticowealth.com. Trying to find reliable and up-to-date employee contact data? Find more Portico Wealth Advisors LLC email formats with LeadIQ.

What is Portico Wealth Advisors LLC known for?

Minus sign iconPlus sign iconPortico Wealth Advisors LLC was founded in 2010 and operates in the Financial Services industry. You can contact Portico Wealth Advisors LLC's main corporate office by phone at
+1-415-925-****
. Explore Portico Wealth Advisors LLC's company overview page for more information.

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