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Financial Advisor
California
San Jose
POTENTIA WEALTH

POTENTIA WEALTH

Tel: 408-288-7886 1226 Lincoln Ave Suite 200 San Jose, California 95125

About POTENTIA WEALTH

POTENTIA WEALTH is a San Jose, California based financial advisory firm with nearly $309,930,534 in assets under management and provides investment advisory services for 859 clients. There are currently 14 financial advisors at the firm.

General Information
Firm CRD#:

329135

Firm SEC#:

801-129366

Assets Under Management:

$309,930,534

No. of Clients:

859

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses

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