Bank / Wealth / TrustRIA · CRD 286646SEC-Registered

Updated:

Authentikos Wealth Advisory

Authentikos Wealth Advisory was established in 2017. It operates as a US-based wealth manager focused on advisory services. The firm offers investment...

Authentikos Wealth Advisory logo

Authentikos Wealth Advisory

Authentikos Wealth Advisory was established in 2017. It operates as a US-based wealth manager focused on advisory services. The firm offers investment management, financial planning, and retirement planning. It serves individuals, high-net-worth individuals, and business entities across North America. No dated operational events from the last 24 months appear in available records. Team size and additional offices remain undisclosed. The firm functions as an independent RIA without disclosed ties to larger banking or trust platforms.

General information

Firm type

Bank / Wealth / Trust

Year founded

2017

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Morgan Hill

Corporate office

Morgan Hill, United States

Sector focus

Wealth Management

Frequently asked questions

Who runs investment decisions at Authentikos Wealth Advisory?

No named principals or CIO appear in public records.

Does Authentikos Wealth Advisory participate in fund commitments or only direct deals?

Public information does not disclose fund commitments or direct deal activity.

What investment stages does Authentikos Wealth Advisory typically target?

No stage preferences are stated in available sources.

Where does the underlying wealth come from?

Wealth origin is not publicly attributed to any specific family or founder.

Is Authentikos Wealth Advisory structured as a single family office?

Records classify it as an RIA serving multiple clients rather than a single-family office.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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