A complete list of active advisors currently associated with Potentia Wealth Advisors LLC

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

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.

To learn more about the advisors currently working at Potentia Wealth Advisors 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.

Name	Location	Years of experience
Austin Middleton	Missouri City, TX	0

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