EMPOWER PRIVATE WEALTH
Firm details
- Headquarters
- New York, New York
- CRD number
- 331529
- Registered since
- July 10, 2024
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Other68.15%
- Insurance Companies21.32%
- HNWI7.06%
- Corporations / Businesses3.47%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Empower Private Wealth is an independent registered investment adviser that positions itself as a boutique wealth manager focused on financial planning and portfolio management for individuals, families and small-business owners. The firm operates under a combined fee model—charging a percentage of assets under management and offering fixed-fee engagements—which aligns with a mix of ongoing portfolio oversight and project-based planning work. Empower Private Wealth does not identify as an active ESG investor and does not act as a capital allocator; its advisory work is concentrated on client-directed solutions and recommendations rather than operating proprietary funds or running an allocator platform. Service delivery emphasizes non-discretionary guidance: clients retain final trading or transaction authority while the adviser provides planning, strategy and implementation recommendations. This setup fits households and small businesses that want professional planning and portfolio guidance but prefer to keep execution control. The firm is SEC-registered as of 2024 and owned by domestic entity and individual owners.
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
- Other100%
Contacts
1 of 1Joanne Stasalovich
CCOCRD 8213771
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 575 Lexington Ave
- Time zone
- ET (UTC-5)
- Office locations
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