Overview
Assets Under Management: $207 million
High-Net-Worth Clients: 38
Average Client Assets: $4 million
Frequently Asked Questions
POWERHOUSE ASSETS LLC 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 #157538), POWERHOUSE ASSETS LLC is subject to fiduciary duty under federal law.
POWERHOUSE ASSETS LLC serves 38 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, POWERHOUSE ASSETS LLC offers portfolio management for individuals. View all service details ↓
POWERHOUSE ASSETS LLC manages $207 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, POWERHOUSE ASSETS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.64
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 219
Discretionary Accounts: 216
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 157538
Last Filing Date: 2025-03-05 00:00:00
Website: https://powerhouseassets.com