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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Potentia RIA LLC
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|---|---|
| CRD # | 329135 |
| SEC # | 801-129366 |
| CIK # | |
| AUM | $485.5 M (2025-05-14) |
| Employees | 14 (57% Investors, 14% Brokers) |
| Phone | 408-288-7886 |
| Address | 1226 Lincoln Ave San Jose, CA 95125 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 587 | 485.5 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,162 | 485.5 |
| By Discretionary | ||
| Discretionary | 1,162 | 485.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,162 | 485.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 485.5 | |
| Total | 1,162 | 485.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Milestone Financial Planning LLC
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|
NH | 0.5 |
|
Litvak Wealth LLC
✚
|
CT | 0.5 |
|
Vela Investment Management LLC
✚
|
OH | 0.5 |
|
Affiliated Private Investors LLC
✚
|
FL | 0.5 |
|
Prasad Wealth Partners LLC
✚
|
OH | 0.5 |
|
Seeds Investor LLC
✚
|
NY | 0.5 |
|
Accredited Investor Services LLC
✚
|
MN | 0.5 |
|
Curtis Advisory Group LLC
✚
|
CA | 0.5 |
|
Howard Bailey Securities LLC
✚
|
IN | 0.5 |
|
Delta Wealth Management
✚
|
0.5 |