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Investment Management

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Potentia
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Company size: 1-10
AUM: Up to $2B

Potentia Wealth is financial planning firm founded in 2008 and based in San Jose, California. Potentia Wealth provides financial life planning, tax planning, risk management and trust and estate servi...

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Powell Investment Advisors, LLC is an independent, SEC registered investment adviser based in Miami, Florida founded in 2012. Powell Investment Advisors, LLC offers wealth management and advisory ser...

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Company size: 11-50
AUM: $2B - $5B

Praesidium Investment Management Company, LLC is an independent, SEC registered investment adviser based in New York and founded in 2003. Praesidium Investment Management Company, LLC provides investm...

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