Mpower Wealth Management, LLC

Overview

Mpower Wealth Management, LLC is a small independent registered investment adviser that serves individual and family clients with a mix of financial planning and discretionary portfolio management. The firm favors equity-oriented allocations, using exchange-traded equities as the central building block of client portfolios while complementing those holdings with mutual funds and third-party alternative managers. Its fee model is flexible—combining asset‑based fees with hourly and fixed-fee engagements—which aligns with a client base that appears to include both ongoing investment relationships and project-based planning work. Investment activity concentrates on direct equity exposure and separately managed account (SMA) solutions, with an emphasis on liquid, exchange-traded instruments. The adviser does not report active ESG integration and is not structured as a multi-state or pension consulting practice. As an independent RIA owned by an individual, the firm positions itself to offer personalized advice for smaller, high-touch client relationships rather than large institutional mandates.

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Investments & Alternatives

Location & Offices