Power Wealth Management
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 315101
- Registered since
- May 8, 2023
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.82%
- Individuals14.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Power Wealth Management is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm operates as a capital allocator for individual and family clients, charging fees as a percentage of assets under management and via fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars or workshops. The firm lists an affiliation with an insurance company and reports using third-party managers as part of its allocation process. The adviser is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds76%
- Exchange Traded Equities19%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1
Nicholas Coppola
Chief Investment OfficerCRD 4850142
Contacts
3 of 7
Matthew Lambert
Senior Wealth AdvisorCRD 5125462
Jordan Pedron
Senior Wealth StrategistCRD 5946698
Pamela Tate
Portfolio Implementation SpecialistCRD 7504099
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$238M in ETFs
76%
$180M
24%
$58.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $37.9M | 830,657 | 15.92% |
Location
Alpharetta, GA
Fulton
Location
Alpharetta, GA
Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 2400 Lakeview Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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