2400 Lakeview Pkwy
Suite 675
Alpharetta, Georgia 30009
Tel: 404-889-8919
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$746,325,416,693 | 38517 | 2895 | |
$61,369,856,545 | 124201 | 2105 | |
$35,289,452,223 | 7542 | 44 | |
$33,827,869,628 | 39 | 879 | |
$33,178,196,876 | 12286 | 28 |
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