Overview

Potentia Wealth is division of Potentia, Inc which at this time includes Potentia Tax. We are a full service, planning based hybrid RIA. We have grown through acquisition completing five successful purchases of practices since 2015 and continue to aggressively grow through organic growth as well. We currently have seven licensed Advisors and staff and four non-licensed staff. Our client footprint is concentrated in the Western U.S. from Washington down through San Diego, CA. We are looking to continue our growth through acquisition and are willing to look at partnerships.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
today

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