Empower Financial Advisors, LLC
RIAState Registered
Total AUM
$2.6M
Discretionary
$2.6M
100% of AUM
Avg account
$517K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 334722
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI51.47%
- Individuals48.53%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Empower Financial Advisors, LLC is an Oklahoma-registered limited liability company operated by an individual owner that provides financial planning and portfolio management for individuals and small businesses. The firm charges either a percentage-of-AUM fee or fixed fees for its services. Its filings indicate it does not position itself as a capital allocator, does not pursue ESG investment mandates, and does not act as a pension consultant or related adviser.
Assets & Accounts
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 Funds89%
- Exchange Traded Equities10%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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