EMPOWER WEALTH MANAGEMENT

Overview

Empower Wealth Management operates as an independent registered investment adviser focused on individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals, small businesses and institutions, and offers pension consulting services. Its business model leans toward fee-based relationships—charging a percentage of AUM while also using hourly and fixed-fee arrangements for certain planning or advisory engagements. Empower is an individually owned RIA that does not identify as an active ESG investor and its SEC registration dates to 2020. Empower runs primarily discretionary mandates, indicating a hands-on asset management approach for most client relationships. The firm’s asset mix centers on exchange-traded equities and ETFs as the dominant sleeve, and it supplements public-market exposure with mutual funds, annuities and corporate debt as needed. It also allocates to digital currency through third-party external managers, providing clients access to crypto exposure under a managed framework.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices