David Tarantino signed Portico Wealth Advisors, LLC's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Portico Wealth Advisors, LLC's EIN is 27-1799818.
Download the official 2025 Form 5500 (PDF) for Portico Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Portico Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
