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| Happy Holidays!! thanks for using AUM13F!! |
| Empower Advisory Group LLC
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| CRD # | 112058 |
| SEC # | 801-58105 |
| CIK # | 0001978885 |
| AUM | $159.1 B (2025-05-14) |
| Employees | 822 (98% Investors, 81% Brokers) |
| Phone | 866-575-4977 |
| Address | 8515 East Orchard Rd 4T2 Greenwood Village, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001978885 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.5 | ||
| Nvidia Corp | 0.5 | ||
| Apple Inc | 0.4 | ||
| Amazon Com Inc | 0.4 | ||
| Alphabet Inc | 0.4 | ||
| iShares Comex Gold Trust | 0.4 | ||
| World Currency Gold Trust | 0.3 | ||
| Facebook Inc | 0.3 | ||
| Wal Mart Stores Inc | 0.3 | ||
| J P Morgan Chase & Co | 0.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 224,594 | 104.5 |
| (b) Individuals (high net worth individuals) | 15,472 | 28.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8,840 | 6.3 |
| (h) Charitable organizations | 51 | 0.0 |
| (i) State or municipal government entities | 1,669 | 19.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 81 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 250,707 | 159.1 |
| By Discretionary | ||
| Discretionary | 184,698 | 136.4 |
| Non-Discretionary | 66,009 | 22.7 |
| Total | 250,707 | 159.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 159.1 | |
| Total | 250,707 | 159.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001978885] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Alight Financial Advisors LLC
✚
|
NC | 30.9 |
|
Vontobel Swiss Financial Advisers AG
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|
9.3 | |
|
Mainstay Capital Management LLC
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MI | 4.5 |
|
Stash Investments LLC
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NY | 4.2 |
|
Maseco LLP
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3.8 | |
|
Stoker Ostler Wealth Advisors Inc
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AZ | 3.1 |
|
Roffman Milller Associates Inc
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|
PA | 2.9 |
|
Bogart Wealth LLC
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|
VA | 2.7 |
|
Chas P Smith & Associates PA Cpa's
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|
FL | 2.7 |
|
Berger Financial Group Inc
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MN | 2.5 |