Potentia Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides advisory services to individual and high-net-worth clients, offering ongoing portfolio management and financial planning. Portfolio management includes the creation of an Investment Policy Statement, discretionary trading authority, and monitoring across mutual funds, equities, fixed income, ETFs (including precious-metal ETFs), venture capital funds, and private placements.
PWA’s investment approach combines cyclical and fundamental analysis with modern portfolio theory and employs both long- and short-term trading depending on client objectives. Clients on ongoing engagements receive periodic reviews and access to the adviser throughout the year, with account reporting provided quarterly through the custodian.
Distinctive features include an affiliation with an accounting practice — principals also provide CPA and tax services through a related firm — and a financial planning offering priced as negotiated fixed fees (one-time plans and ongoing quarterly plans). The firm requires clients to use a specific custodian platform, accepts no performance-based fees, and does not operate as a private fund adviser despite reserving the ability to advise on private placements and venture capital interests.
Client services
Expertise
Fee options
Fixed fees for financial planning between $1,000 and $10,000 for one-time plans; ongoing financial planning fees between $1,000 and $5,000 per quarter.
$0 - $149,999: 1.00% $150,000 - $499,999: 0.90% $500,000 - $999,999: 0.75% $1,000,000 - $4,999,999: 0.55% $5,000,000+: 0.40%
Main office
Missouri City TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)