Poder Wealth Advisors
Firm details
- Headquarters
- Bethesda, Maryland
- CRD number
- 332301
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- HNWI82.7%
- Individuals17.3%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Poder Wealth Advisors is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships, and provides financial planning and portfolio management for individuals and small businesses. Its advisory fees are a mix of percentage-of-AUM, fixed fees and commissions. Poder identifies as neither an active ESG investor nor a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities20%
- Cash & Cash Equivalents15%
Contacts
2 of 2
Anna N'jie-konte
Wealth AdvisorCRD 5942943
Audrey Jones
Financial PlannerCRD 7644367
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bethesda, MD
Montgomery
Location
Bethesda, MD
Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 4933 Auburn Ave
- Time zone
- ET (UTC-5)
- Office locations
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