James Bergis
Investment adviser representative at Authentikos Wealth Advisory LLC
12 yearsExperience
2 statesRegistered in
$184.1MFirm assets
5 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 assetsHourlyFixed or flat feeCommissions
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.
- Authentikos Advisory, LLCSep 2021 to now
- Authentikos Financial & Insurance Services, LLCSep 2021 to now
- Authentikos Wealth Advisory LLCFeb 2020 to now
- Regent Financial and Insurance Services, LLCJan 2014 to Sep 2021
- Regent Wealth ManagementJan 2014 to Sep 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Authentikos Wealth Advisory LLC
$184.1MAssets managed
432Clients
4Advisers
5 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
- 7224789
- Firm CRD
- 286646