Authentikos Wealth Advisory Llc
- Regulatory AUM
- $184M
- Discretionary
- $184M
- Clients
- 432
- Avg AUM / client
- $426K
- Accounts
- 928
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 379 | $99.3M | 53.9% |
| High net worth individuals | 40 | $83.2M | 45.2% |
| Pension and profit sharing plans | 7 | $1.0M | 0.56% |
| Charitable organizations | 1 | $11.7K | 0.01% |
| Corporations and other businesses | 5 | $541K | 0.29% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jared M Elson | Ceo | Nov 2016 (10y) | 75% or more | |
| Thomas Dekari Kerney | Chief Compliance Officer | Aug 2022 (4y) | Less than 5% | |
| Christine Brieanna Mason | Registered representative | Aug 2018 (8y) | ||
| James Bergis | Registered representative | Feb 2020 (6y) | ||
| Sherry Elaine Neeley | Registered representative | Feb 2025 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/02/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $96.4M (52% of AUM) Jul 2026
- Charles Schwab & Co. $87.7M (48% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 02, 2026.
View current Form ADV (SEC/IAPD) ↗