EMPOWER PRIVATE WEALTH

RIASEC RegisteredEst. 2024
Total AUM
$34.5M
Discretionary
$0
0% of AUM
Avg account
$1.3M
Accounts
26
Employees
3
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

1 of 1
  • Joanne Stasalovich

    CCOCRD 8213771

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth