Overview
Assets Under Management: $486 million
Headquarters: SAN JOSE, CA
Frequently Asked Questions
POTENTIA RIA, 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 #329135), POTENTIA RIA, LLC is subject to fiduciary duty under federal law.
POTENTIA RIA, LLC is headquartered in SAN JOSE, CA.
According to their SEC Form ADV, POTENTIA RIA, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
POTENTIA RIA, LLC manages $486 million in client assets according to their SEC filing dated May 14, 2025.
According to their SEC Form ADV, POTENTIA RIA, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Total Client Accounts: 1,162
Discretionary Accounts: 1,162
Regulatory Filings
CRD Number: 329135
Filing ID: 1989262
Last Filing Date: 2025-05-14 17:31:00
Website: https://potentiawealth.com