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| Happy Holidays!! thanks for using AUM13F!! |
| Power Wealth Management LLC
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| CRD # | 315101 |
| SEC # | 801-127940 |
| CIK # | 0002001039 |
| AUM | $381.4 M (2025-03-10) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 404-889-8919 |
| Address | 2400 Lakeview Pkwy Alpharetta, GA 30009 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 3.9 | ||
| Amazon Com Inc | 3.8 | ||
| Alphabet Inc | 3.2 | ||
| Schwab Charles Corp | 2.9 | ||
| Facebook Inc | 2.8 | ||
| Apple Inc | 2.6 | ||
| Discovery Communications Inc | 2.3 | ||
| Autodesk Inc | 2.3 | ||
| Home Depot Inc | 2.3 | ||
| Intercontinentalexchange Group Inc | 2.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 123 | 60.9 |
| (b) Individuals (high net worth individuals) | 99 | 320.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 635 | 381.4 |
| By Discretionary | ||
| Discretionary | 635 | 381.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 635 | 381.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 381.3 | |
| Total | 635 | 381.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002001039] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
WT Wealth Management LLC
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|
AZ | 0.4 |
|
Wealth Management Resources Inc
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|
RI | 0.4 |
|
Kerntke Otto McGlone Wealth Management Group
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WI | 0.4 |
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Cannon Tingey Investment Advisors Inc
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UT | 0.4 |
|
Whitcomb & Hess Inc
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OH | 0.4 |
|
Arcadia Wealth Management LLC
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|
NH | 0.4 |
|
The Hackett Group LLC
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|
LA | 0.4 |
|
Sylvest Advisors LLC
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|
TX | 0.4 |
|
Capital Investment Advisors Inc
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|
DC | 0.4 |
|
Cascade Investment Group Inc
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|
CO | 0.4 |