Mpower Wealth Management, LLC

RIASEC Registered
Total AUM
$11.5M
Discretionary
$11.5M
100% of AUM
Avg account
$310K
Accounts
37
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
314968
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI91.63%
  • Individuals8.37%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

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.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 78%, Public Funds/Mutual Funds 22%78%
  • Exchange Traded Equities78%
  • Public Funds/Mutual Funds22%

Contacts

1 of 1
  • Matthew Ramos

    Matthew Ramos

    FounderCRD 2078561

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth