|
⚲
|
| Power Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 315101 |
| SEC # | 801-127940 |
| CIK # | 0002001039 |
| AUM | $429.9 M (2026-06-23) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 404-889-8919 |
| Address | 2400 Lakeview Pkwy Alpharetta, GA 30009 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002001039 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 4.7 | ||
| Amazon Com Inc | 3.3 | ||
| Apple Inc | 3.1 | ||
| Microsoft Corp | 2.8 | ||
| Schwab Charles Corp | 2.3 | ||
| BorgWarner Inc | 2.2 | ||
| Facebook Inc | 1.9 | ||
| Nvidia Corp | 1.9 | ||
| Intercontinentalexchange Group Inc | 1.9 | ||
| Kroger Co | 1.8 | ||
| Wellpoint Inc | 1.8 | ||
| MGM Resorts International | 1.8 | ||
| Tyco Electronics Ltd | 1.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 122 | 61.0 |
| (b) Individuals (high net worth individuals) | 131 | 369.0 |
| (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 | 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 | 718 | 429.9 |
| By Discretionary | ||
| Discretionary | 718 | 429.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 718 | 429.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 429.9 | |
| Total | 718 | 429.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002001039] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tricord Advisors Inc
✚
|
CA | 0.4 |
|
QBOX Fiduciary Solutions LLC
✚
|
IN | 0.4 |
|
Shearwater Capital LLC
✚
|
CO | 0.4 |
|
O'Donnell Financial Services LLC
✚
|
CA | 0.4 |
|
Cypress Capital LLC
✚
|
TN | 0.4 |
|
Professional Financial Advisors Inc
✚
|
PA | 0.4 |
|
OMNI 360 Wealth Inc
✚
|
NJ | 0.4 |
|
Sylvest Advisors LLC
✚
|
TX | 0.4 |
|
Paradigm Investment Advisory LLC
✚
|
NJ | 0.4 |
|
Smart Money Group LLC
✚
|
TX | 0.4 |