Power Wealth Management

Overview

Power Wealth Management is an independent registered investment adviser organized as an LLC that began SEC registration in 2023. The firm serves individual and family clients and operates as a capital allocator, blending traditional advisory work with allocations to third‑party alternative managers. Fee arrangements combine percentage‑of‑AUM billing with fixed fees. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars. The firm reports an industry affiliation with an insurance company and does not present itself as an ESG‑focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices