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Financial ADVSR advisor directory · SEC adviser records

Potentia Wealth financial advisors in California

Every SEC-registered investment adviser representative at a Potentia Wealth office in California, by city and A to Z.

The short answer

9 registered advisors work at Potentia Wealth in California, out of 9 nationwide; it's the firm's number 1 state by advisors, and the most are in San Jose (8). 3 list the CFP designation and 5 are also registered broker representatives.

Potentia Wealth advisors by city in California

Every firm in California →

San Jose 8Sacramento 1

Potentia Wealth advisors in California, A to Z

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Questions

How many Potentia Wealth financial advisors are in California?

9 investment adviser representatives are registered at Potentia Wealth offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 9 at the firm nationwide. 3 list the CFP designation and 5 are also registered as broker representatives.

Where in California does Potentia Wealth have the most advisors?

San Jose, with 8, then Sacramento (1). Potentia Wealth has advisors in 2 cities in California.

How do I check a Potentia Wealth advisor in California?

Each advisor below 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. Advisors are listed at the city of the Potentia Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.