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 SEC-registered investment adviser organized as an LLC and registered in 2020. The firm is owner-operated and charges clients on a percentage-of-assets basis, focusing primarily on portfolio management for individuals, small businesses and select institutional clients. It does not present itself as a capital allocator and does not list pension consulting, related-adviser arrangements, or an ESG investment orientation.
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 56Active vs passive
$132M in ETFs
79%
$105M
21%
$27.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $32.2M | 46,931 | 24.48% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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