POWELL WEALTH

Overview

Powell Wealth is an independent registered investment adviser that acts as a capital allocator for both high-net-worth individuals and institutional clients. The firm combines fee models (AUM-based, hourly, and fixed fees) and provides financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and the selection of other advisers. Its filing shows a clear tilt toward pooled public vehicles—particularly mutual funds—for core exposures, while relying on third‑party managers for targeted alternative allocations in real estate and commodities. The firm is not positioned as an ESG-focused investor. Powell Wealth runs client relationships largely on a discretionary basis, which indicates the team implements and rebalances portfolios on clients’ behalf. The firm’s role as a selector of other advisers points to a hybrid model: in-house portfolio management for core needs combined with external specialist managers for niche strategies and alternative sleeves.

Assets & Accounts

Investments & Alternatives

Location & Offices