Shannon Lorraine Corpuz
Investment adviser representative at Potentia Wealth
12 yearsExperience
1 stateRegistered in
$569.1MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Potentia WealthApr 2026 to now
- LPL FinancialJul 2014 to now
- Pence Financial GroupMar 2025 to Apr 2026
- King Wealth PlanningAug 2014 to Mar 2025
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Potentia Wealth
Legal name: Potentia Ria, LLC
$569.1MAssets managed
731Clients
9Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6379256
- Firm CRD
- 329135