James
Bergis

Authentikos Wealth Advisory LLC

CRD#7224789
Investment Advisor
in New Braunfels, TX

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About this Advisor

James Bergis is a financial advisor based out of New Braunfels, Texas with 3 years of relevant experience. Bergis is on the advisory team at Authentikos Wealth Advisory LLC. Their career trajectory has included roles at Regent Wealth Management, Regent Financial And Insurance Services, LLC, Marini Construction, Abbots Propower, Authentikos Advisory, LLC and Authentikos Financial & Insurance Services, LLC. Bergis holds a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in California and Texas. Authentikos Wealth Advisory LLC is an advisory business that has its headquarters in Morgan Hill, CA. It has a total of nine people on staff. It administers $133 million in assets between its 2,303 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm provides services to one charities and foundations. Of its 2,303 accounts, just 13% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Authentikos Wealth Advisory LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually depend on which services are provided. Fees charged by Authentikos Wealth Advisory LLC can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

New Braunfels, TX

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Authentikos Wealth Advisory LLC Brokerage Details

Total Assets Under Management

$132,452,662

TX Average: $7,578,581,321
Total Number of Employees

9

TX Average: 43
Total Number of Accounts

2,303

TX Average: 3,727
Average Account Size

$57,513

TX Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

James Bergis Work History

James has been registered as a financial advisor for 3 years.*

2021 - Present (3 years)

Authentikos Advisory, LLC

2021 - Present (3 years)

Authentikos Financial & Insurance Services, LLC

2014 - 2021 (7 years)

Regent Wealth Management

2014 - 2021 (7 years)

Regent Financial And Insurance Services, LLC

2013 - 2013 (< 1 year)

Marini Construction

2013 - 2013 (< 1 year)

Abbots Propower

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Bergis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Authentikos Wealth Advisory LLC

James Bergis
New Braunfels, TX
Christine Mason Leis
Campbell, CA
Donald Bergis
Morgan Hill, CA
Jared Elson
Morgan Hill, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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