Overview
Assets Under Management: $569 million
Headquarters: SAN JOSE, CA
High-Net-Worth Clients: 392
Average Client Assets: $1.2 million
Frequently Asked Questions
POTENTIA WEALTH 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 WEALTH is subject to fiduciary duty under federal law.
POTENTIA WEALTH is headquartered in SAN JOSE, CA.
POTENTIA WEALTH serves 392 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, POTENTIA WEALTH offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
POTENTIA WEALTH manages $569 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, POTENTIA WEALTH 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
Number of High-Net-Worth Clients: 392
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.59%
Average Client Assets: $1.2 million
Total Client Accounts: 1,253
Discretionary Accounts: 1,253
Regulatory Filings
CRD Number: 329135
Filing ID: 2080284
Last Filing Date: 2026-03-31 17:30:15