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AUTHENTIKOS WEALTH ADVISORY LLC
CRD 286646 · SEC 801-119920
1295 EAST DUNNE AVENUE, SUITE 215, MORGAN HILL, CA, 95037, United States
Phone
877.457.4567
Fax
877.457.8292
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$184.1M
Discretionary AUM
$184.1M
Team
5 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 379 | $99.3M |
| High net worth individuals | 40 | $83.2M |
| Pension/profit sharing plans | 7 | $1.0M |
| Charitable organizations | 1 | $12K |
| Corporations/business entities | 5 | $541K |
States served
CA, CO, ID, NE, NV, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD