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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 |
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