# Austin Cua

> Austin Cua is a fee-only financial advisor at Potentia Wealth in San Jose, California, who holds the CFP credential. Austin focuses on family wealth transfer. Potentia Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/austin-cua/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Potentia Wealth
- **Based in:** San Jose, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $569.1M across 1,253 accounts
- **Credentials:** CFP
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 6909514 (https://adviserinfo.sec.gov/individual/summary/6909514)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 66 (2020)
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** https://www.potentiawealth.com

## Frequently asked questions

### Is Austin Cua a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Austin 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 Austin charge for financial advice?

Austin's firm, Potentia Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Austin Cua based?

Austin Cua is based in San Jose, California.

### What does Austin specialize in?

Austin's specialties include family wealth transfer. Austin works with multi-generational families.

### What credentials does Austin Cua hold?

Austin Cua holds the CFP credential.

### Is Austin Cua registered with the SEC?

Yes. Austin Cua is registered as an investment adviser representative in CA and TX (CRD 6909514), 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 Austin Cua?

Through Austin's website, www.potentiawealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6909514): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://potentiawealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.