Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > san francisco > POWER WEALTH MANAGEMENT
POWER WEALTH MANAGEMENT
2400 Lakeview Pkwy
Suite 675
Alpharetta, Georgia 30009
Tel: 404-889-8919
About POWER WEALTH MANAGEMENT
POWER WEALTH MANAGEMENT, formally registered with the SEC as POWER WEALTH MANAGEMENT. The firm was established in 05/08/2023. They have over 2 offices throughout the country.
POWER WEALTH MANAGEMENT is a Alpharetta, Georgia based Financial Planning firm with nearly $293,755,210 assets under management, offering retirement planning & investment advisory services to 476 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315101 |
| SEC# | 801-127940 |
| Assets Managed by Firm | $293,755,210 |
| No. of Clients | 476 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 476 | $293,755,210 |
| Individuals (other than high net worth individuals) | 81 | $31,685,755 |
| High net worth individuals | 71 | $262,069,455 |
More Retirement Planning firms in Alpharetta, Georgia:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Alpharetta, Georgia