Overview
Assets Under Management: $381 million
Headquarters: ALPHARETTA, GA
High-Net-Worth Clients: 99
Average Client Assets: $3 million
Frequently Asked Questions
POWER WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #315101), POWER WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
POWER WEALTH MANAGEMENT is headquartered in ALPHARETTA, GA.
POWER WEALTH MANAGEMENT serves 99 high-net-worth clients according to their SEC filing dated November 05, 2025. View client details ↓
According to their SEC Form ADV, POWER WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
POWER WEALTH MANAGEMENT manages $381 million in client assets according to their SEC filing dated November 05, 2025.
According to their SEC Form ADV, POWER WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 99
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.02
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 635
Discretionary Accounts: 635
Regulatory Filings
CRD Number: 315101
Filing ID: 2025782
Last Filing Date: 2025-11-05 10:19:58
Website: 1