POWELL WEALTH

17818 Statesville Rd
Suite 221
Cornelius, North Carolina 28031
Tel: (704) 439-0027

About POWELL WEALTH

POWELL WEALTH, formally registered with the SEC as POWELL WEALTH. The firm was established in 04/28/2015. They have over 1 offices throughout the country.

POWELL WEALTH is a Cornelius, North Carolina based Financial Planning firm with nearly $202,617,451 assets under management, offering retirement planning & investment advisory services to 251 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144230
SEC#	801-88185
Assets Managed by Firm	$202,617,451
No. of Clients	251
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	251	$202,617,451
Individuals (other than high net worth individuals)	46	$13,933,074
High net worth individuals	40	$187,560,076
Corporations or other businesses	10	$1,124,301

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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