Powwow, LLC

RIASEC Registered
Total AUM
$6.1M
Discretionary
$0
0% of AUM
Avg account
$864K
Accounts
7
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
284571
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Other
Client types
  • HNWI71.91%
  • Individuals28.09%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Powwow, LLC is a small, independent registered investment adviser organized as an LLC and run by an individual owner. The firm serves individual and family clients and positions itself as a capital allocator, but its investment activity is concentrated in publicly available pooled vehicles rather than direct stock picking or extensive private-market exposure. Advisory services listed by the firm emphasize financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational work such as newsletters and workshops. Powwow, LLC is not an active ESG investor and operates with a non‑multi‑state footprint. The firm’s business model appears advisory and planning driven: fee arrangements include percentage‑of‑AUM billing as well as hourly, subscription and fixed fees, which supports both ongoing portfolio management and one‑off planning or consulting engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

1 of 1
  • Quentara Costa

    Quentara Costa

    OwnerCRD 5299129

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth