|
⚲
|
| Power Financial Partners LLC
✚
|
|
|---|---|
| CRD # | 324253 |
| SEC # | 801-127238 |
| CIK # | |
| AUM | $329.1 M (2026-02-12) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 813-212-2125 |
| Address | 5401 W Kennedy Blvd Tampa, FL 33609 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 106 | 47.5 |
| (b) Individuals (high net worth individuals) | 27 | 42.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 117 | 239.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 452 | 329.1 |
| By Discretionary | ||
| Discretionary | 431 | 319.2 |
| Non-Discretionary | 21 | 10.0 |
| Total | 452 | 329.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 329.1 | |
| Total | 452 | 329.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cypress Capital Wealth Management LLC
✚
|
MI | 0.3 |
|
Dai Wealth LLC
✚
|
GA | 0.3 |
|
Mai Inc
✚
|
KY | 0.3 |
|
Paragon Financial Partners Inc
✚
|
CA | 0.3 |
|
Powers Advisory Group LLC
✚
|
IL | 0.3 |
|
Gutierrez Wealth Advisory LLC
✚
|
AR | 0.3 |
|
Pearl Planning LLC
✚
|
MI | 0.3 |
|
Wealth Management CPAS LLC
✚
|
UT | 0.3 |
|
NWM Advisors LLC
✚
|
CA | 0.3 |
|
VB&T Wealth Management LLC
✚
|
AZ | 0.3 |