Overview
Assets Under Management: $294 million
Headquarters: ALPHARETTA, GA
High-Net-Worth Clients: 99
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
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: 476
Discretionary Accounts: 443
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 315101
Last Filing Date: 2025-01-02 00:00:00
Website: https://powerwm.com