Poder Wealth Advisors

Overview

Poder Wealth Advisors is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm works with both individual and family clients as well as some institutional relationships, and its advisory practice centers on financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include a percentage-of-AUM component alongside fixed fees and commission-based services. The firm is not identified as an active ESG investor. It also does not operate as a capital allocator in the sense of running a broad external allocation program; its investment mix emphasizes public funds and traditional portfolio implementations.

Assets & Accounts

Investments & Alternatives

Location & Offices