Powerhouse Assets LLC

Overview

Powerhouse Assets LLC is a fee-based registered investment adviser organized as an LLC and registered with the SEC in 2020. The firm provides portfolio management services primarily for individuals, families and small businesses, and also works with some institutional clients. Its advisory billing is based on a percentage of assets under management. The firm’s publicly reported activity shows a preference for pooled public vehicles (ETFs and mutual funds) as the primary implementation tools and relatively limited direct stock exposure. The FINTRX snapshot does not list allocations to external alternative fund managers, and the firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices