|
⚲
|
| Keyboard |
| Potentia RIA LLC
✚
|
|
|---|---|
| CRD # | 329135 |
| SEC # | 801-129366 |
| CIK # | |
| AUM | 569.1 M (2026-03-31) |
| Employees | 16 (44% Investors, 12% Brokers) |
| Fees | |
| Minimum | |
| Phone | 408-288-7886 |
| Address | 1226 Lincoln Ave San Jose, CA 95125 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 330 | 80.9 |
| (b) Individuals (high net worth individuals) | 392 | 453.0 |
| (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 | 2 | 0.3 |
| (h) Charitable organizations | 1 | 0.1 |
| (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 | 6 | 34.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,253 | 569.1 |
| By Discretionary | ||
| Discretionary | 1,253 | 569.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,253 | 569.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 569.1 | |
| Total | 1,253 | 569.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Aspiring Ventures LLC
✚
|
OH | 569.5 M |
|
Tallwoods Partners LLC
✚
|
IL | 569.4 M |
|
Gilliland Jeter Wealth Management LLC
✚
|
AR | 569.1 M |
|
Act Wealth Management LLC
✚
|
TX | 568.8 M |
|
Freedom Investment Management Inc
✚
|
CT | 568.7 M |
|
BR Capital Advisors LLC
✚
|
FL | 568.4 M |
|
FCG Investment Company
✚
|
TN | 568.2 M |
|
Scissortail Wealth Management LLC
✚
|
OK | 568.2 M |
|
Seed Planning Group LLC
✚
|
NY | 568.0 M |
|
Liberty Square Wealth Partners LLC
✚
|
PA | 567.8 M |