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).

By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    2,303
    ACCOUNTS
  • Average Account Value
    $57,513
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, ID, NE, TX, WA

Financial Advisors at Authentikos Wealth Advisory LLC
Showing 1 - 4 of 4 top financial advisors.
1
Donald B. Bergis
CRD#: 6427167
1295 East Dunne Avenue, Suite 215, Morgan Hill, CA 95037

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.

2
Jared M. Elson
CRD#: 5785661
1295 East Dunne Avenue, Suite 215, Morgan Hill, CA 95037

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.

3
Christine B. Mason Leis
CRD#: 6991657
1500 E Hamilton Ave, Suite 201, Campbell, CA 95008

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.

4
James Bergis
CRD#: 7224789
New Braunfels, TX

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.