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Power Wealth Management LLC

● SEC registered since 2023CRD 315101SEC# 801-127940Alpharetta, GA
Export (members)
Reg. AUM
$381.4M
Employees
8
Accounts
635
Location
Alpharetta, GA

Power Wealth Management LLC assets under management

Power Wealth Management LLC is an investment advisory firm registered with the SEC based in Alpharetta, GA. The firm has been registered since 2023. It reports $381.4 million in regulatory assets under management and employs 8 people.

Power Wealth Management LLC owners & executives

7 reported
NameTitleOwnershipSince
Brett Andrew Power ControlPresident, Partner, Senior Wealth AdvisorUnder 5%2021
Capital River Ventures LLC ControlMember50-75%2023
Ian Joseph Rivero ControlPartner, Senior Wealth AdvisorUnder 5%2023
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Frequently asked questions

How much does Power Wealth Management LLC manage?

Power Wealth Management LLC reports $381.4 million in regulatory assets under management on its Form ADV.

How many employees does Power Wealth Management LLC have?

Power Wealth Management LLC reports 8 employees.

Where is Power Wealth Management LLC located?

Power Wealth Management LLC is based in Alpharetta, GA and has been SEC-registered since 2023.

Does Power Wealth Management LLC disclose fund performance?

Power Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2400 Lakeview Pkwy, Suite 675, Alpharetta, GA 30009
Phone404-889-8919
Fax678-999-4254
Office hours9 a.m. - 4 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK2001039
Discloses disciplinary historyNo

Assets under management

Discretionary$381.4M
Non-discretionary$0
Total (RAUM)$381.4M