AUTHENTIKOS WEALTH ADVISORY LLC

1295 East Dunne Avenue
Suite 215
Morgan Hill, California 95037
Tel: 877.457.4567

About AUTHENTIKOS WEALTH ADVISORY LLC

AUTHENTIKOS WEALTH ADVISORY LLC, formally registered with the SEC as AUTHENTIKOS WEALTH ADVISORY LLC. The firm was established in 12/03/2020. They have over 3 offices throughout the country.

AUTHENTIKOS WEALTH ADVISORY LLC is a Morgan Hill, California based Financial Planning firm with nearly $125,138,473 assets under management, offering retirement planning & investment advisory services to 785 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286646
SEC#	801-119920
Assets Managed by Firm	$125,138,473
No. of Clients	785
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	785	$125,138,473
Individuals (other than high net worth individuals)	365	$123,360,981
Pension and profit sharing plans	19	$1,361,177
Corporations or other businesses	4	$416,315

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