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Authentikos Wealth Advisory LLC

● SEC registered since 2020CRD 286646SEC# 801-119920Morgan Hill, CA
Export (members)
Reg. AUM
$154.8M
Employees
5
Accounts
850
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 $154.8 million in regulatory assets under management and employs 5 people.
m.facebook.com/authentikosadvisoryView on SEC.gov ↗

Authentikos Wealth Advisory LLC owners & executives

2 reported
NameTitleOwnershipSince
Jared M Elson ControlCeoOver 75%2016
Thomas Dekari KerneyChief Compliance OfficerUnder 5%2022

Frequently asked questions

How much does Authentikos Wealth Advisory LLC manage?

Authentikos Wealth Advisory LLC reports $154.8 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

Address1295 East Dunne Avenue, Suite 215, Morgan Hill, CA 95037
Phone877.457.4567
Fax877.457.8292
Office hours9:00 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$154.8M
Non-discretionary$0
Total (RAUM)$154.8M