Adam Roberts
Potentia Wealth · San Jose, California
Adam Roberts is a fee-only financial advisor at Potentia Wealth in San Jose, California, who holds the CFP credential. Adam focuses on family wealth transfer. Potentia Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Potentia Wealth |
|---|---|
| Based in | San Jose, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $569.1M across 1,253 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6988854 |
| Exams passed | Series 66 (2021) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.potentiawealth.com |
How Adam's firm compares
- Potentia Wealth's average account is about $454,000, from its Form ADV (assets managed divided by 1,253 accounts).
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Questions about Adam
Is Adam Roberts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Potentia Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, Potentia Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Adam Roberts based?
Adam Roberts is based in San Jose, California.
What does Adam specialize in?
Adam's specialties include family wealth transfer. Adam works with multi-generational families.
What credentials does Adam Roberts hold?
Adam Roberts holds the CFP credential.
Is Adam Roberts registered with the SEC?
Yes. Adam Roberts is registered as an investment adviser representative in CA (CRD 6988854), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Potentia Wealth manage?
Potentia Wealth reports $569.1M across 1,253 accounts in assets under management.
How do I contact Adam Roberts?
Through Adam's website, www.potentiawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Potentia Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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