Authentikos Wealth Advisory LLC
Authentikos Wealth Advisory LLC (CRD# 286646) is a financial advisory firm headquartered in Morgan Hill, CA. They manage $132,452,662 in 2,303 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management132MILLION
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Total Number of Accounts2,303ACCOUNTS
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Average Account Value$57,513
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, FL, ID, NE, TX, WA
Donald Bergis (CRD# 6427167) is an Investment Advisor Representative working at Authentikos Wealth Advisory LLC in Morgan Hill, CA and has over 9 years of experience in the finance industry.
Jared Elson (CRD# 5785661) is an Investment Advisor Representative working at Authentikos Wealth Advisory LLC in Morgan Hill, CA and has over 13 years of experience in the finance industry.
Christine Mason Leis (CRD# 6991657) is an Investment Advisor Representative working at Authentikos Wealth Advisory LLC in Campbell, CA and has over 5 years of experience in the finance industry.
James Bergis (CRD# 7224789) is an Investment Advisor Representative working at Authentikos Wealth Advisory LLC in New Braunfels, TX and has over 4 years of experience in the finance industry.