POTENTIA RIA, LLC
Legal name: POTENTIA WEALTH
CRD #329135 SEC #801-129366 SAN JOSE, CA 408-288-7886
SEC Registered
Total AUM
$485.5M
Discretionary
$485.5M
Employees
14
Clients
25
Accounts
1,162
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $485.5M | $485.5M | $0 | 14 | 0 |
| Mar 2025 | $485.5M | $485.5M | $0 | 14 | 0 |
| Jul 2024 | $309.9M | $309.9M | $0 | 14 | 3 |
| May 2024 | $309.9M | $309.9M | $0 | 14 | 3 |
| Apr 2024 | $0 | $0 | $0 | 8 | 0 |
| Jan 2024 | $0 | $0 | $0 | 8 | 0 |
| Jan 2024 | $0 | $0 | $0 | 8 | 0 |
| Dec 2023 | $0 | $0 | $0 | 8 | 0 |
| Dec 2023 | $0 | $0 | $0 | 8 | 0 |
DateMay 2025
Total AUM$485.5M
Discretionary$485.5M
Non-Disc.$0
Employees14
Clients0
DateMar 2025
Total AUM$485.5M
Discretionary$485.5M
Non-Disc.$0
Employees14
Clients0
DateJul 2024
Total AUM$309.9M
Discretionary$309.9M
Non-Disc.$0
Employees14
Clients3
DateMay 2024
Total AUM$309.9M
Discretionary$309.9M
Non-Disc.$0
Employees14
Clients3
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0