Potentia Wealth
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
1226 Lincoln Ave Ste 200, San Jose, Cali...Phone Number
(408) 288-7886Website
www.potentiawealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1
About Potentia Wealth
Potentia Wealth is a wealth management firm based in San Jose, California. Founded in 2008 as Integrated Wealth Management, Potentia currently works with more than 300 clients across the U.S. and oversees more than $420M in assets. The firm embraces a culture of inclusivity and service, and as a fee-only, fiduciary advisor, has no conflicts of interest or sales mandates.Explore more
Potentia Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2019
LM
Leyder MurilloFounder & Managing Director & Independent Fee-Only Financial Advisor
Company Profile Activity
Activity Insights
Potentia Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Potentia Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Potentia Wealth.
Potentia Wealth Tech Stack
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Potentia Wealth is a wealth management firm based in San Jose, California. Founded in 2008 as Integrated Wealth Management, Potentia currently works with more than 300 clients across the U.S. and oversees more than $420M in assets. The firm embraces a culture of inclusivity and service, and as a fee-only, fiduciary advisor, has no conflicts of inte... Read More
