Power Wealth Management

RIASEC Registered
Total AUM
$430M
Discretionary
$430M
100% of AUM
Avg account
$599K
Accounts
718
Employees
10
Advisory reps
8

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

FINTRX

Overview

Power Wealth Management is an independent registered investment adviser organized as an LLC that began SEC registration in 2023. The firm serves individual and family clients and operates as a capital allocator, blending traditional advisory work with allocations to third‑party alternative managers. Fee arrangements combine percentage‑of‑AUM billing with fixed fees. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars. The firm reports an industry affiliation with an insurance company and does not present itself as an ESG‑focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 76%, Exchange Traded Equities 19%, Cash & Cash Equivalents 3%, Investment Grade Corp Bonds 2%76%
  • Public Funds/Mutual Funds76%
  • Exchange Traded Equities19%
  • Cash & Cash Equivalents3%
  • Investment Grade Corp Bonds2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 58

Active vs passive

$274M in ETFs

Passive

75%

$205M

Active

25%

$69.7M

ETFProviderStyleCategoryValueShares% of portfolio
FIDELITY TOTAL BOND ETF (FBND)FidelityActiveIntermediate Core Plus Bond$39.8M919,60814.52%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth