Potentia Wealth

Potentia Wealth (CRD# 329135) is a financial advisory firm headquartered in San Jose, CA. They manage $309,930,534 in 859 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
1226 Lincoln Ave, Suite 200, San Jose, CA 95125
By the Numbers
  • Total Assets Under Management
    310
    MILLION
  • Total Number of Accounts
    859
    ACCOUNTS
  • Average Account Value
    $360,804
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, NY, OR, TX, WA

Financial Advisors at Potentia Wealth
Showing 1 - 5 of 5 top financial advisors.
1
Julie Minami, financial advisor San Jose CA
Julie M. Minami
CRD#: 1416124
1226 Lincoln Ave, Suite 200, San Jose, CA 95125

Julie Minami (CRD# 1416124) is an Investment Advisor Representative working at Potentia Wealth in San Jose, CA and has over 33 years of experience in the finance industry.

2
Craig Pine, financial advisor San Jose CA
Craig S. Pine
CRD#: 5326216
1226 Lincoln Ave, Suite 200, San Jose, CA 95125

Craig Pine (CRD# 5326216) is an Investment Advisor Representative working at Potentia Wealth in San Jose, CA and has over 16 years of experience in the finance industry.

3
Kevin Swanson, financial advisor San Jose CA
Kevin C. Swanson
CRD#: 4723624
1226 Lincoln Ave, Suite 200, San Jose, CA 95125

Kevin Swanson (CRD# 4723624) is an Investment Advisor Representative working at Potentia Wealth in San Jose, CA and has over 20 years of experience in the finance industry.

4
Raghunandan Krishnan, financial advisor San Jose CA
Raghunandan Krishnan
CRD#: 4768762
1226 Lincoln Ave, Suite 200, San Jose, CA 95125

Raghunandan Krishnan (CRD# 4768762) is an Investment Advisor Representative working at Potentia Wealth in San Jose, CA and has over 4 years of experience in the finance industry.

5
Adam Roberts, financial advisor San Jose CA
Adam J. Roberts
CRD#: 6988854
1226 Lincoln Ave, Suite 200, San Jose, CA 95125

Adam Roberts (CRD# 6988854) is an Investment Advisor Representative working at Potentia Wealth in San Jose, CA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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