Potentia Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Jose, CA. Its latest Form ADV filing, dated March 31, 2026, reports $569M in regulatory assets under management, 16 employees, 1 office, and 1,253 accounts.
Assets Under Management
$569M
Employees
16
Offices
1 office
Total Clients
731
Primary office
SAN JOSE, CA
1226 LINCOLN AVE, SUITE 200, SAN JOSE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.6% of total clients.
Top client categories% of clientsClients
1
HNWI
53.6%
392
2
Individuals
45.1%
330
3
Corporations
0.8%
6
4
Pension Plans
0.3%
2
5
Charitable
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$569Mas of March 31, 2026
Discretionary100.0%
$569M
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$569M
Total Accounts1,253
10Y AUM Change+$569M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee46:1
10Y Employee Change+8 (+100.0%)
* 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.