Overview
Assets Under Management: $155 million
Headquarters: MORGAN HILL, CA
Frequently Asked Questions
AUTHENTIKOS WEALTH ADVISORY LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #286646), AUTHENTIKOS WEALTH ADVISORY LLC is subject to fiduciary duty under federal law.
AUTHENTIKOS WEALTH ADVISORY LLC is headquartered in MORGAN HILL, CA.
According to their SEC Form ADV, AUTHENTIKOS WEALTH ADVISORY LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
AUTHENTIKOS WEALTH ADVISORY LLC manages $155 million in client assets according to their SEC filing dated July 02, 2025.
According to their SEC Form ADV, AUTHENTIKOS WEALTH ADVISORY LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Total Client Accounts: 850
Discretionary Accounts: 850
Regulatory Filings
CRD Number: 286646
Filing ID: 2001369
Last Filing Date: 2025-07-02 13:09:00
Website: https://kbc.team