Potentia Wealth

CRD 329135 · San Jose, CA · $569.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 329135
SEC number: 801-129366
Firm type: RIA
Assets under management: $569.1M as of Mar 31, 2026
Website: www.potentiawealth.com ↗
Phone: 408-288-7886
Address: 1226 Lincoln Ave, San Jose, CA, 95125

Advisors at this firm

8 in our index · page 1 of 1

Emily Linn BrilloCRD 5122430 · Escondido, CA

IA RegisteredBroker
Shannon Lorraine CorpuzCRD 6379256 · San Jose, CA

IA RegisteredBroker
Austin CuaCRD 6909514 · San Jose, CA

IA RegisteredRegistration inactive
Raghunandan KrishnanCRD 4768762 · San Jose, CA

IA RegisteredBroker
Christopher Roy MeadeCRD 7133031 · Sacramento, CA

IA RegisteredBroker
Adam Joseph RobertsCRD 6988854 · San Jose, CA

IA RegisteredRegistration inactive
Kevin C. SwansonCRD 4723624 · San Jose, CA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Sandra Louise SwansonCRD 6396379 · San Jose, CA

IA RegisteredRegistration inactive

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 329135 ↗ FINRA BrokerCheck record for firm CRD 329135 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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 Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.