Authentikos Wealth Advisory LLC
● SEC registered since 2020CRD 286646SEC# 801-119920Morgan Hill, CA
Reg. AUM
$184.1M
Employees
5
Accounts
928
Location
Morgan Hill, CA
Authentikos Wealth Advisory LLC assets under management
Authentikos Wealth Advisory LLC operates as an SEC-registered investment adviser based in Morgan Hill, CA. The firm has been registered since 2020. It reports $184.1 million in regulatory assets under management and employs 5 people.
Authentikos Wealth Advisory LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jared M Elson Control | Ceo | Over 75% | 2016 |
| Thomas Dekari Kerney | Chief Compliance Officer | Under 5% | 2022 |
Frequently asked questions
How much does Authentikos Wealth Advisory LLC manage?
Authentikos Wealth Advisory LLC reports $184.1 million in regulatory assets under management on its Form ADV.
How many employees does Authentikos Wealth Advisory LLC have?
Authentikos Wealth Advisory LLC reports 5 employees.
Where is Authentikos Wealth Advisory LLC located?
Authentikos Wealth Advisory LLC is based in Morgan Hill, CA and has been SEC-registered since 2020.
Does Authentikos Wealth Advisory LLC disclose fund performance?
Authentikos Wealth Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1295 East Dunne Avenue, Suite 215, Morgan Hill, CA 95037 |
| Phone | 877.457.4567 |
| Fax | 877.457.8292 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$184.1M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$184.1Mregulatory AUM
Discretionary $184.1M