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
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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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
