PODER WEALTH ADVISORS

Overview

Poder Wealth Advisors is an independent registered investment adviser that focuses its client work on individuals, families and small institutional clients. The firm tilts heavily toward public equities — both exchange-traded funds and individual stocks — and runs portfolios with an equity preference as the primary engine for growth. Advisory services are centered on financial planning and discretionary portfolio management for individuals and small businesses, offered under a mix of fee models (percentage of AUM, fixed fees and some commission-based arrangements). Investment activity shows a clear bias toward liquid, exchange-traded exposures, supplemented by allocations to real estate as an alternative sleeve and use of mutual funds for broad market or sector coverage. The firm reports managing assets on a discretionary basis and commonly uses separately managed accounts for implementation of equity strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices