MORGAN HILL, CACRD 286646Latest ADV March 30, 2026
Authentikos Wealth Advisory LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Morgan Hill, CA. Its latest Form ADV filing, dated March 30, 2026, reports $184M in regulatory assets under management, 5 employees, 2 offices, and 928 accounts.
Assets Under Management
$184M
Employees
5
Offices
2 offices
Total Clients
432
Primary office
MORGAN HILL, CA
1295 EAST DUNNE AVENUE, SUITE 215, MORGAN HILL, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.7% of total clients.
Top client categories% of clientsClients
1
Individuals
87.7%
379
2
HNWI
9.3%
40
3
Pension Plans
1.6%
7
4
Corporations
1.2%
5
5
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$184Mas of March 30, 2026
Discretionary100.0%
$184M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$184M
Total Accounts928
10Y AUM Change+$72M (+64.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee86:1
10Y Employee Change-5 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.