|
⚲
|
| Empower Financial Advisory LLC
✚
|
|
|---|---|
| CRD # | 313968 |
| SEC # | 801-121271 |
| CIK # | 0001978885 |
| AUM | $635.8 M (2026-05-06) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 860-494-2600 |
| Address | 655 Winding Brook Drive Glastonbury, CT 06033 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| World Currency Gold Trust | 0.6 | |
| Apple Inc | 0.5 | |
| Nvidia Corp | 0.5 | |
| iShares Comex Gold Trust | 0.5 | |
| Amazon Com Inc | 0.4 | |
| Microsoft Corp | 0.4 | |
| Alphabet Inc | 0.4 | |
| Wal Mart Stores Inc | 0.3 | |
| Facebook Inc | 0.3 | |
| J P Morgan Chase & Co | 0.3 |
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 90 | 126.9 |
| (b) Individuals (high net worth individuals) | 200 | 508.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,508 | 635.8 |
| By Discretionary | ||
| Discretionary | 1,508 | 635.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,508 | 635.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 635.8 | |
| Total | 1,508 | 635.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001978885] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SK Wealth Management LLC
✚
|
RI | 0.6 |
|
Scott & Selber Inc Capital Management
✚
|
TX | 0.6 |
|
Timber Creek Capital Management LLC
✚
|
MA | 0.6 |
|
Fischer Financial Services Inc
✚
|
PA | 0.6 |
|
Rowland Miller Partners LLC
✚
|
GA | 0.6 |
|
Clare Market Investments LLC
✚
|
TX | 0.6 |
|
Central Valley Advisors LLC
✚
|
CA | 0.6 |
|
WJ Interests LLC
✚
|
TX | 0.6 |
|
Kickstand Ventures LLC
✚
|
NY | 0.6 |
|
Kennedy Investment Group Inc
✚
|
NJ | 0.6 |