Adam Joseph Roberts
Investment adviser representative at Potentia Wealth
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$569.1MFirm assets
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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
10 years in the industry.
- Potentia WealthApr 2024 to now
- Potentia Ria, LLCApr 2024 to now
- Mariner Independent Advisor Network, LLCMay 2021 to Mar 2024
- LPL Financial, LLCJul 2018 to Jan 2022
- San Jose State UniversityAug 2016 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 6988854
- Firm CRD
- 329135