# Potentia Wealth Advisors

Potentia Wealth Advisors is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://potentiawealth.com
- **LinkedIn:** https://www.linkedin.com/company/potentiaadvisors

## Regulatory record

- **CRD number:** 339262
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339262

## About

POTENTIA WEALTH ADVISORS LLC is a state-registered investment adviser. It reports 2 employees, of whom 1 performs investment advisory functions.

## Sectors

- Wealth Management
- Private Wealth

## Questions

### Does Potentia Wealth Advisors invest in alternative assets?

There is no public information about Potentia Wealth Advisors' investment strategy or asset allocation. Without disclosed holdings, partnerships, or fund commitments, it is unknown whether the firm engages in private equity, hedge funds, or other alternatives beyond traditional securities.

### Where is Potentia Wealth Advisors domiciled?

The firm's headquarters city and state are not publicly listed. SEC filings show a business address, but the location has not been widely published or verified.

## Related profiles

- [Perkea Capital Securities Inc](https://altss.com/profile/perkea-capital-securities-inc)

---

Last updated: 2026-07-06T01:24:23.473Z

Canonical page: https://altss.com/profile/potentia-wealth-advisors-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology