Potentia Wealth

Who works here

• AR
  Adam Joseph Roberts
• AC
  Austin Cua
• CM
  Christopher Roy Meade
• CP
  Craig Steven Pine
• EB
  Emily Linn Brillo
• KS
  Kevin C. Swanson
• RK
  Raghunandan Krishnan
• SS
  Sandra Louise Swanson
• SC
  Shannon Lorraine Corpuz

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Potentia Wealth

Legal name: Potentia Ria, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

329135