Potentia Wealth
Potentia Wealth is an SEC-registered mass-market adviser in San Jose, CA with $569.1M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Potentia Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329135, SEC 801-129366, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $569.1M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- San Jose, CA
- Employees
- 16
- Clients
- 731
- CRD
- 329135
- Ownership
- SWANSON, KEVIN, C.; MORRIS, NICOLE, MARIE
How much AUM does Potentia Wealth have?
Potentia Wealth reported $569.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Potentia Wealth?
Disclosed owners and executives of Potentia Wealth include SWANSON, KEVIN, C., MORRIS, NICOLE, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.