Authentikos Wealth Advisory, LLC
Authentikos Wealth Advisory, LLC is a Bay Area-based wealth management and investment advisory firm headquartered in Morgan Hill, California. Founded in 2003, the firm specializes in personalized financial planning, investment management, tax minimization, healthcare and Medicare guidance, and estate/legacy planning. As a Registered Investment Advisor, the firm primarily serves individual investors, particularly those planning for retirement, and is guided by the holistic Arbor Method™ approach. Authentikos employs a small team of about 5 professionals and supports a diverse client base primarily in the United States.
Investment Strategy
Authentikos Wealth Advisory employs a holistic, client-focused approach centered on retirement planning and long-term wealth management. The firm customizes investment portfolios based on individual risk tolerance, with an emphasis on balancing optimal returns against minimizing risks. Their Arbor Method™ integrates investment management with tax-efficient strategies, health and Medicare advocacy, and legacy/estate planning to ensure clients’ financial stability, income reliability throughout retirement, and preservation of wealth for future generations or charitable causes.
Top Holdings
Equity Positions (40)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SIXP | AIM ETF PRODUCTS TRUST | 7.17% | $9.5M | 323,148 | $29.26 | $29.26 | +$9.5M |
J JANZ | LISTED FDS TR | 6.69% | $8.8M | 246,995 | $33.32 | $35.72 | +$358.8K |
T TUA | SIMPLIFY EXCHANGE TRADED FUN | 6.43% | $8.5M | 384,444 | $22.13 | $22.03 | +$1.7M |
D DECW | AIM ETF PRODUCTS TRUST | 5.72% | $7.5M | 238,400 | $31.48 | $31.60 | +$6.8M |
N NVBW | AIM ETF PRODUCTS TRUST | 5.53% | $7.3M | 226,317 | $32.22 | $32.22 | +$7.3M |