A complete list of active advisors currently associated with Authentikos Wealth Advisory LLC

Warmer can help you find a great advisor at Authentikos Wealth Advisory LLC or one who fits your needs even better.

Authentikos Wealth Advisory LLC is an SEC‑registered advisory firm that provides financial planning, portfolio management, selection of third‑party money managers, and retirement‑plan advice primarily to individual clients. The firm reports managing approximately $184,093,085 on a discretionary basis across its client accounts and also prepares written financial plans and model‑portfolio implementations. The firm’s investment process draws on fundamental, cyclical, and technical analysis and may employ long‑ and short‑term trades, options, margin, and periodic rebalancing in discretionary accounts to maintain agreed asset allocations. Authentikos also sources model portfolios through AE Wealth’s wrap‑fee platform and conducts ongoing due diligence on third‑party managers while allowing clients to impose written investment restrictions. What is distinctive in the brochure is the firm’s dual advisory/insurance activity: Authentikos discloses an affiliated insurance agency (Authentikos Financial & Insurance Services), notes that its investment adviser representatives are licensed insurance agents who typically receive commissions, and estimates those representatives spend about 40% of their time on insurance sales. The firm also participates in AE Wealth’s wrap‑fee model program and describes fee‑sharing arrangements with the platform and third‑party managers, creating potential conflicts that the brochure outlines and describes procedures to manage.

To learn more about the advisors currently working at Authentikos Wealth Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.