|
⚲
|
| Powerhouse Assets LLC
✚
|
|
|---|---|
| CRD # | 157538 |
| SEC # | 801-119017 |
| CIK # | 0001564396 |
| AUM | $158.0 MM (2023-02-28) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 781-856-4721 |
| Address | 174 Tower Rd Lincoln, MA 01773-4313 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 10.0 |
| (b) Individuals (high net worth individuals) | 38 | 112.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 36.0 |
| (n) Other | 0 | 0.0 |
| Total | 196 | 158.0 |
| By Discretionary | ||
| Discretionary | 190 | 140.0 |
| Non-Discretionary | 6 | 18.0 |
| Total | 196 | 158.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 158.0 | |
| Total | 196 | 158.0 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| D | [0001564396] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
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AHL Investment Management Inc
✚
|
FL | 0.2 |
|
Zimmermann Alan L
✚
|
FL | 0.2 |
|
Wynn Capital LLC
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|
GA | 0.2 |
|
Optimist Retirement LLC
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|
WA | 0.2 |
|
PPS & V Asset Management Consultants Inc
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|
MI | 0.2 |
|
Concordia Wealth Management LLC
✚
|
MA | 0.2 |
|
Shelter Rock Management LLC
✚
|
NY | 0.2 |
|
Christine Messmer PC
✚
|
PA | 0.2 |
|
Legal Advantage Investments Inc
✚
|
CA | 0.2 |
|
Purtill Financial LLC
✚
|
OH | 0.2 |