Powwow, LLC
Firm details
- Headquarters
- ,
- CRD number
- 284571
- Website
- powwowllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Other
- Client types
- HNWI71.91%
- Individuals28.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Powwow, LLC is a small, independent registered investment adviser organized as an LLC and run by an individual owner. The firm serves individual and family clients and positions itself as a capital allocator, but its investment activity is concentrated in publicly available pooled vehicles rather than direct stock picking or extensive private-market exposure. Advisory services listed by the firm emphasize financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational work such as newsletters and workshops. Powwow, LLC is not an active ESG investor and operates with a non‑multi‑state footprint. The firm’s business model appears advisory and planning driven: fee arrangements include percentage‑of‑AUM billing as well as hourly, subscription and fixed fees, which supports both ongoing portfolio management and one‑off planning or consulting engagements.
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 Funds100%
Contacts
1 of 1
Quentara Costa
OwnerCRD 5299129
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations