Austin T. Middleton

POTENTIA WEALTH ADVISORS

MISSOURI CITY, TX

CRD#: 8182432

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Professional summary

Austin Tyler Middleton, who also goes by Austin Middleton, is a registered financial advisor currently at POTENTIA WEALTH ADVISORS LLC located in Missouri City, Texas.

Austin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Austin has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Austin Middleton

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 Austin Tyler Middleton's 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

March 26, 2026 - Present

POTENTIA WEALTH ADVISORS LLC

RIA

CRD#: 339262

MISSOURI CITY, TX

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

Texas
(3/26/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

POTENTIA WEALTH ADVISORS LLC

CRD#: 339262 / SEC#:

Texas

Registered Investment Advisory firm - (3/26/2026 Approved)

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Contact information

Main Address

Missouri City, TX

Mailing Address

Phone number

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.