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AUTHENTIKOS WEALTH ADVISORY LLC

NEW BRAUNFELS, TX · CRD 286646 · IAPD ↗ · (877) 457-4567

$184.1MRegulatory AUM
3Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — AUTHENTIKOS WEALTH ADVISORY LLC moved its main office from MORGAN HILL, CA to NEW BRAUNFELS, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
42
April 2025 — AUTHENTIKOS WEALTH ADVISORY LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — AUTHENTIKOS WEALTH ADVISORY LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
65
April 2025 — AUTHENTIKOS WEALTH ADVISORY LLC now reports custody of client assets ($9.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
50
April 2024 — AUTHENTIKOS WEALTH ADVISORY LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.