CRD: 286646
Authentikos Wealth Advisory LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-09-2017
- Office Locations
- 4
Office Locations
About Authentikos Wealth Advisory LLC
Authentikos Wealth Advisory provides customized retirement-focused wealth planning for individuals and employer teams. The firm builds risk-aligned, balanced portfolios and retirement income strategies, addressing taxes, healthcare planning, and legacy goals. Its planning framework includes the C.A.R.E process and proprietary ARBOR method. Custody supported via Charles Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JARED M ELSON
Advisor, Chief Executive Officer
- CRD
- #5785661
- Ownership
- 75% or more
THOMAS DEKARI KERNEY
Chief Compliance Officer, Manager
- CRD
- #5581521
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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James Bergis
Advisor
- CRD
- #7224789
Christine Brieanna Mason
Authentikos Advisor
- CRD
- #6991657
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $184,093,085 | $198,376 |
| Non-Discretionary | $0 | -- |
| Total | $184,093,085 | $198,376 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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