Financial ADVSR advisor directory · SEC adviser records
Potentia Wealth financial advisors
Every SEC-registered investment adviser representative at Potentia Wealth, by the state and city of the office they work from.
9 registered advisors work at Potentia Wealth, in 1 state and 2 cities; the most are in San Jose, CA (8). 3 list the CFP designation and 5 are also registered broker representatives.
Search every Potentia Wealth advisor by name →Who joined and left Potentia Wealth →Potentia Wealth: assets, clients and custodians →
Cities with the most Potentia Wealth advisors
Potentia Wealth advisors by state
Questions
How many financial advisors does Potentia Wealth have?
9 investment adviser representatives are registered with Potentia Wealth, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 2 cities. 3 list the CFP designation and 5 are also registered as broker representatives.
Where does Potentia Wealth have the most advisors?
San Jose, CA, with 8 registered advisors, then Sacramento, CA (1). By state, California has the most, with 9.
How do I find a Potentia Wealth financial advisor near me?
Pick your state below, then your city, to see every Potentia Wealth advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Potentia Wealth offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →