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POWER WEALTH MANAGEMENT

2400 Lakeview Pkwy
Suite 675
Alpharetta, Georgia 30009
Tel: 404-889-8919

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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 StatusApproved
Firm CRD#315101
SEC#801-127940
Assets Managed by Firm$293,755,210
No. of Clients476
No. of Advisors6

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 ClientsAUM
Firm Total476$293,755,210
Individuals (other than high net worth individuals)81$31,685,755
High net worth individuals71$262,069,455

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