POWER WEALTH MANAGEMENT
Firm details
- Headquarters
- ALPHARETTA, Georgia
- CRD number
- 315101
- Registered since
- May 8, 2023
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.82%
- Individuals14.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Power Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm serves individual and family clients, acting as a capital allocator across both liquid public markets and third-party alternative managers. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. Compensation is a blend of percentage-of-AUM and fixed fees. The firm does not identify as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities19%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1NICHOLAS COPPOLA
Chief Investment OfficerCRD 4850142
Contacts
3 of 6MATTHEW LAMBERT
Senior Wealth AdvisorCRD 5125462
Pamela Tate
Portfolio Implementation SpecialistCRD 7504099
Michael Williams
Client Service SpecialistCRD 7328270
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$238M in ETFs
76%
$180M
24%
$58.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $37.9M | 830,657 | 15.92% |
Location
ALPHARETTA, GA
FULTON
Location
ALPHARETTA, GA
Headquartered in ALPHARETTA, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 2400 Lakeview Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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