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EMPOWER WEALTH MANAGEMENT
1603 Medical Parkway
Suite 230
Cedar Park, Texas 78613
Tel: 512-833-6557
About EMPOWER WEALTH MANAGEMENT
EMPOWER WEALTH MANAGEMENT, formally registered with the SEC as EMPOWER WEALTH MANAGEMENT. The firm was established in 11/13/2020. They have over 2 offices throughout the country.
EMPOWER WEALTH MANAGEMENT is a Cedar Park, Texas based Financial Planning firm with nearly $146,263,447 assets under management, offering retirement planning & investment advisory services to 1035 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305031 |
| SEC# | 801-119813 |
| Assets Managed by Firm | $146,263,447 |
| No. of Clients | 1035 |
| No. of Advisors | 2 |
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1035 | $146,263,447 |
| Individuals (other than high net worth individuals) | 346 | $107,863,935 |
| High net worth individuals | 24 | $38,399,512 |
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|---|---|---|---|
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| $298,729,428,900 | 360116 | 4065 | |
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