POTENTIA RIA, LLC
Doing business as POTENTIA WEALTH. SEC Form ADV profile.
Total regulatory AUM
$569,095,699
Discretionary
$569,095,699
Non-discretionary
$0
Firm details
- CRD number
- 329135
- SEC file number
- 801-129366
- Main office
- SAN JOSE, CA, United States
- Employees
- 16
- SEC status
- Approved
- Website
- https://www.PotentiaWealth.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.