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CM

Christopher R. Meade

POTENTIA WEALTH
Sacramento, CA
Some features on this profile are disabled
CRD#: 7133031
CM

Professional summary

Christopher Roy Meade, who also goes by Christopher Meade, is a registered financial advisor currently at POTENTIA WEALTH located in Sacramento, California.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Christopher has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christopher Meade

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Roy Meade's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 25, 2025 - Present

POTENTIA WEALTH

RIA
CRD#: 329135
Sacramento, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
POTENTIA WEALTH
POTENTIA RIA, LLC | POTENTIA WEALTH

CRD#: 329135 / SEC#: 801-129366

RIA
Registered Investment Advisory firm - (1/12/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(2/25/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/6/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/17/2026
Securities Industry Essentials Examination

Current Firm

PW
POTENTIA WEALTH
POTENTIA RIA, LLC | POTENTIA WEALTH

CRD#: 329135 / SEC#: 801-129366

RIA
Registered Investment Advisory firm - (1/12/2024 Approved)
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Contact information

Main Address
1226 Lincoln Ave Suite 200, San Jose, CA 95125
Mailing Address
Phone number
(408) 288-7886
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

POTENTIA 2025 ANNUAL ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts1,162
AUM (Assets Under Management)$ 485,539,198

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

POTENTIA WEALTH

CRD#: 329135Sacramento, CA

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