RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 2, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KERNEY, THOMAS, DEKARIICHIEF COMPLIANCE OFFICERNA
KERNEY, THOMAS, DEKARIICHIEF COMPLIANCE OFFICERNA
KERNEY, THOMAS, DEKARIICHIEF COMPLIANCE OFFICERNA
KERNEY, THOMAS, DEKARIICHIEF COMPLIANCE OFFICERNA
KERNEY, THOMAS, DEKARIICHIEF COMPLIANCE OFFICERNA
KERNEY, THOMAS, DEKARIICHIEF COMPLIANCE OFFICERNA
KIRK, KEVIN, VINCENTICHIEF COMPLIANCE OFFICERNA
Mason Leis, Christine, BrieannaICOONA Control
Mason Leis, Christine, BrieannaICOONA Control
Mason Leis, Christine, BrieannaICOONA Control
Mason Leis, Christine, BrieannaICOONA Control
Mason Leis, Christine, BrieannaICOONA Control
Mason Leis, Christine, BrieannaICOONA Control
Mason Leis, Christine, BrieannaICOONA Control
ELSON, JARED, MIMANAGING MEMBER / CCO / QUALIFYING OFFICERE Control
ELSON, JARED, MICEO AND CCOE Control
ELSON, JARED, MIMANAGING MEMBER / CCO / QUALIFYING OFFICERE Control
ELSON, JARED, MICEO AND CCOE Control
ELSON, JARED, MICEO AND CCOE Control
ELSON, JARED, MICEOE Control
ELSON, JARED, MICEOE Control
ELSON, JARED, MICEOE Control
ELSON, JARED, MICEOE Control
ELSON, JARED, MICEOE Control
ELSON, JARED, MICEOE Control
ELSON, JARED, MICEOE Control

Registrations

Federal

IA
Jul 2, 2025 REGISTERED

Notice Filings (8)

CA CO FL ID NE NV TX WA

Address

1295 EAST DUNNE AVENUE
SUITE 215
MORGAN HILL, CA 95037
United States
Phone: 877.457.4567