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 structured as an LLC and registered with the SEC in 2023. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its advisory services also include pension consulting, selection of other advisers, and educational workshops. Compensation is a mix of percentage-of-AUM and fixed fees. The firm identifies itself as a capital allocator and has an industry affiliation with an insurance company. It does not characterize itself as an active ESG 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%
Contacts
3 of 8
Ian Rivero
Partner, Senior Wealth AdvisorCRD 5690690
Matthew Lambert
Senior Wealth AdvisorCRD 5125462
Jordan Pedron
Senior Wealth StrategistCRD 5946698
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$271M in ETFs
78%
$211M
22%
$60.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $39.4M | 865,549 | 14.54% |
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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