Potentia Wealth Employee Directory
Potentia Wealth corporate office is located in 1226 Lincoln Ave Ste 200, San Jose, California, 95125, United States and has 11-50 employees.
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Potentia Wealth Global Presence
| Location | People at location |
| North America | 11-50 |
Key Employees of Potentia Wealth
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Index of contact profiles from Potentia Wealth
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Contact Name
Contact Info
Job Title
HQ Location
- Private Wealth Advisor
- United States , California , San Jose
- Private Wealth Advisor
- United States , California , San Jose
- Financial Professional
- United States , California , San Jose
- Vice President, Operations
- United States , California , San Jose
- Private Wealth Advisor
- United States , California , San Jose
- Financial Professional
- United States , California , San Jose
- Client Relationship Manager
- United States , California , San Jose
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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
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