Authentikos Wealth Advisory LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 286646
- SEC number
- 801-119920
- Firm type
- RIA
- Assets under management
- $184.1M as of Mar 30, 2026
- Website
- m.facebook.com/AUTHENTIKOSADVISORY ↗
- Phone
- 877.457.4567
- Address
- 1295 East Dunne Avenue, Morgan Hill, CA, 95037
Advisors at this firm
4 in our index · page 1 of 1
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James BergisCRD 7224789 · New Braunfels, TXIA Registered
-
Jared M ElsonCRD 5785661 · New Braunfels, TXIA Registered
-
Christine Brieanna MasonCRD 6991657 · Campbell, CAIA Registered
-
Sherry Elaine NeeleyCRD 7664179 · New Braunfels, TXIA RegisteredRegistration inactive
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 286646 ↗
FINRA BrokerCheck record for firm CRD 286646 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.