AUTHENTIKOS WEALTH ADVISORY LLC
CRD #286646 SEC #801-119920 MORGAN HILL, CA 877.457.4567
SEC Registered
Total AUM
$154.8M
Discretionary
$154.8M
Employees
5
Clients
101
Accounts
850
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $154.8M | $154.8M | $0 | 5 | 0 |
| Mar 2025 | $154.8M | $154.8M | $0 | 5 | 0 |
| Mar 2024 | $125.1M | $125.1M | $0 | 8 | 0 |
| Mar 2023 | $132.5M | $132.5M | $0 | 9 | 0 |
| Oct 2022 | $164.1M | $164.1M | $0 | 9 | 0 |
| Aug 2022 | $164.1M | $164.1M | $0 | 9 | 0 |
| Mar 2022 | $164.1M | $164.1M | $0 | 9 | 0 |
| Aug 2021 | $122.1M | $122.1M | $0 | 10 | 0 |
| Mar 2021 | $122.1M | $122.1M | $0 | 10 | 0 |
| Jan 2021 | $112.1M | $111.9M | $132K | 10 | 0 |
| Nov 2020 | $112.1M | $111.9M | $132K | 10 | 0 |
DateJul 2025
Total AUM$154.8M
Discretionary$154.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$154.8M
Discretionary$154.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$125.1M
Discretionary$125.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$132.5M
Discretionary$132.5M
Non-Disc.$0
Employees9
Clients0
DateOct 2022
Total AUM$164.1M
Discretionary$164.1M
Non-Disc.$0
Employees9
Clients0
DateAug 2022
Total AUM$164.1M
Discretionary$164.1M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$164.1M
Discretionary$164.1M
Non-Disc.$0
Employees9
Clients0
DateAug 2021
Total AUM$122.1M
Discretionary$122.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$122.1M
Discretionary$122.1M
Non-Disc.$0
Employees10
Clients0
DateJan 2021
Total AUM$112.1M
Discretionary$111.9M
Non-Disc.$132K
Employees10
Clients0
DateNov 2020
Total AUM$112.1M
Discretionary$111.9M
Non-Disc.$132K
Employees10
Clients0