Powerhouse Assets LLC
Firm details
- Headquarters
- ,
- CRD number
- 157538
- Registered since
- July 20, 2020
- Website
- powerhouseassets.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.49%
- Corporations / Businesses20.48%
- Individuals3.03%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Powerhouse Assets LLC is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (registered in 2020) and operates on a percentage-of-AUM fee model, serving both individual and family clients as well as institutional accounts. Its stated advisory activity centers on portfolio management for individuals and small businesses. Powerhouse reports it is not primarily a capital allocator and does not characterize itself as an ESG-focused manager.
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 Funds90%
- Cash & Cash Equivalents7%
- Exchange Traded Equities3%
Owners & executives
2 of 2
Alice Finn
CEO & FounderCRD 4361136
Iwona Cholewa
Chief Investment OfficerCRD 4014938
Contacts
1 of 1Ralitza Gueorguieva
Associate Portfolio ManagerCRD 4826838
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$133M in ETFs
80%
$106M
20%
$27M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $32.9M | 46,911 | 24.69% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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