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| Keyboard |
| Power Financial Partners LLC
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|---|---|
| CRD # | 324253 |
| SEC # | 801-127238 |
| CIK # | |
| AUM | 329.1 M (2026-02-12) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Fees | |
| Minimum | |
| Phone | 813-212-2125 |
| Address | 5401 W Kennedy Blvd Tampa, FL 33609 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 106 | 47.5 |
| (b) Individuals (high net worth individuals) | 27 | 42.0 |
| (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 | 117 | 239.0 |
| (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 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 452 | 329.1 |
| By Discretionary | ||
| Discretionary | 431 | 319.2 |
| Non-Discretionary | 21 | 10.0 |
| Total | 452 | 329.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 329.1 | |
| Total | 452 | 329.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cypress Capital Wealth Management LLC
✚
|
MI | 330.2 M |
|
Dai Wealth LLC
✚
|
GA | 330.0 M |
|
Mai Inc
✚
|
KY | 329.7 M |
|
Paragon Financial Partners Inc
✚
|
CA | 329.6 M |
|
Powers Advisory Group LLC
✚
|
IL | 329.5 M |
|
Gutierrez Wealth Advisory LLC
✚
|
AR | 329.3 M |
|
Pearl Planning LLC
✚
|
MI | 329.2 M |
|
Wealth Management CPAS LLC
✚
|
UT | 329.2 M |
|
NWM Advisors LLC
✚
|
CA | 329.1 M |
|
VB&T Wealth Management LLC
✚
|
AZ | 328.3 M |