POWELL WEALTH

Overview

Powell Wealth is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm runs a predominantly equity-oriented program, tilting client portfolios toward exchange-traded equities and pooled mutual funds while supplementing allocations with third-party real estate strategies. Client relationships are managed on a discretionary basis, meaning Powell Wealth implements and rebalances portfolios without seeking client approval for each trade. The business model centers on percentage-of-AUM fees and a concentrated client roster, which supports personalized portfolio construction and direct oversight of separately managed account (SMA) strategies. Investment preferences emphasize liquid public equities and ETFs as the primary building blocks for client portfolios, with a clear preference for equities over bonds or cash. The firm does not identify as an active ESG investor and operates within a single-state footprint rather than a multi-state adviser model. Advisory services are aimed at individual and family clients, with additional attention to small-business portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices