POWER WEALTH MANAGEMENT
POWER WEALTH MANAGEMENT LLC Legal Name
Adviser information for POWER WEALTH MANAGEMENT last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Georgia, United States |
Employees
Total Number of Employees | 6 |
---|---|
Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 4 |
Licensed Agents of an Insurance Company | 2 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 443 | $260.6M |
Non-Discretionary | 33 | $33.2M |
Total | 476 | $293.8M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 81 | $31.7M |
HNW Individuals | 71 | $262.1M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 26-50 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Educational seminars/workshops |
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Compensation | % of AUM |
Principal Office
2400 LAKEVIEW PKWYSUITE 675
ALPHARETTA
GA
United States
Monday - Friday, 9 AM - 4 PM
Tel: 404-889-8919, Fax: 678-999-4254
Chief Compliance Officer
MATTHEW M GIGGEY
CCO
36 W PIKE ST.
FLOOR TWO
COVINGTON
KY
United States
Tel:
859-402-1462
M******@**********************M
(Full email address available in API data)
Regulatory Contact
BRETT POWER
MEMBER
302 BOMBAY LANE
ROSEWELL
GA
United States
Tel:
404-889-8919
B****@**********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
POWER, BRETT, ANDREW | Individual | – | MEMBER | 05/2021 | > 75% |
Rivero, Ian, Joseph | Individual | – | MEMBER | 03/2023 | < 5% |
GIGGEY, MATTHEW, MICHAEL | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ALIGHT INC | COM CL A | 658K | 89K | – |
ALPHABET INC | CAP STK CL C | 871K | 5K | – |
ALPHABET INC | CAP STK CL A | 3M | 17K | – |
AMAZON COM INC | COM | 3M | 15K | – |
APA CORPORATION | COM | 731K | 25K | – |
APPLE INC | COM | 4M | 18K | – |
ATKORE INC | COM | 554K | 4K | – |
AUTODESK INC | COM | 2M | 6K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 806K | 2K | – |
BORGWARNER INC | COM | 1M | 39K | – |
CAPITAL ONE FINL CORP | COM | 748K | 5K | – |
CHARTER COMMUNICATIONS INC N | CL A | 1M | 5K | – |
CHEVRON CORP NEW | COM | 338K | 2K | – |
CITIGROUP INC | COM NEW | 800K | 13K | – |
COCA COLA CO | COM | 235K | 4K | – |
ELEVANCE HEALTH INC | COM | 1M | 2K | – |
ELI LILLY & CO | COM | 218K | 241 | – |
EQUIFAX INC | COM | 2M | 6K | – |
EXXON MOBIL CORP | COM | 263K | 2K | – |
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 25M | 553K | – |
FIDELITY NATL INFORMATION SV | COM | 886K | 12K | – |
FIRST TR EXCHANGE-TRADED FD | NASD TECH DIV | 208K | 3K | – |
FISERV INC | COM | 261K | 2K | – |
GLOBAL PMTS INC | COM | 760K | 8K | – |
GOLDMAN SACHS GROUP INC | COM | 771K | 2K | – |
HASBRO INC | COM | 873K | 15K | – |
HOME DEPOT INC | COM | 1M | 4K | – |
INTERCONTINENTAL EXCHANGE IN | COM | 667K | 5K | – |
INTUIT | COM | 231K | 352 | – |
INVESCO EXCH TRADED FD TR II | SHORT TERM TREAS | 7M | 62K | – |
IQVIA HLDGS INC | COM | 1M | 6K | – |
ISHARES TR | 7-10 YR TRSY BD | 232K | 2K | – |
ISHARES TR | 20 YR TR BD ETF | 417K | 5K | – |
ISHARES TR | CORE S&P500 ETF | 8M | 15K | – |
ISHARES TR | S&P 500 GRWT ETF | 3M | 30K | – |
ISHARES TR | RUS 1000 VAL ETF | 377K | 2K | – |
ISHARES TR | RUS 1000 GRW ETF | 957K | 3K | – |
ISHARES TR | RUSSELL 2000 ETF | 1M | 7K | – |
ISHARES TR | CORE US AGGBD ET | 508K | 5K | – |
ISHARES TR | SHORT TREAS BD | 376K | 3K | – |
ISHARES TR | NATIONAL MUN ETF | 4M | 41K | – |
ISHARES TR | MSCI ACWI EX US | 1M | 26K | – |
ISHARES TR | SHRT NAT MUN ETF | 733K | 7K | – |
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 8M | 134K | – |
JACOBS SOLUTIONS INC | COM | 793K | 6K | – |
JPMORGAN CHASE & CO. | COM | 323K | 2K | – |
KROGER CO | COM | 1M | 26K | – |
KYNDRYL HLDGS INC | COMMON STOCK | 2M | 70K | – |
LINDE PLC | SHS | 378K | 862 | – |
META PLATFORMS INC | CL A | 2M | 4K | – |
MGM RESORTS INTERNATIONAL | COM | 775K | 17K | – |
MICROSOFT CORP | COM | 3M | 7K | – |
NEXTERA ENERGY INC | COM | 208K | 3K | – |
NIKE INC | CL B | 1M | 14K | – |
NVIDIA CORPORATION | COM | 1M | 10K | – |
ORACLE CORP | COM | 232K | 2K | – |
PAYPAL HLDGS INC | COM | 997K | 17K | – |
PIMCO ETF TR | ENHAN SHRT MA AC | 333K | 3K | – |
PROGRESSIVE CORP | COM | 4M | 21K | – |
SALESFORCE INC | COM | 2M | 7K | – |
SCHWAB CHARLES CORP | COM | 797K | 11K | – |
SCHWAB STRATEGIC TR | INTL EQTY ETF | 7M | 187K | – |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 503K | 8K | – |
SCHWAB STRATEGIC TR | US SML CAP ETF | 271K | 6K | – |
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 3M | 124K | – |
SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 272K | 8K | – |
SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 445K | 8K | – |
SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 475K | 16K | – |
SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 422K | 12K | – |
SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 712K | 11K | – |
SCHWAB STRATEGIC TR | 5 10YR CORP BD | 246K | 6K | – |
SELECT SECTOR SPDR TR | SBI INT-UTILS | 6M | 84K | – |
SPDR INDEX SHS FDS | GLB NAT RESRCE | 637K | 11K | – |
SPDR S&P 500 ETF TR | TR UNIT | 4M | 8K | – |
SPDR SER TR | PRTFLO S&P500 GW | 6M | 79K | – |
SPDR SER TR | PORTFOLIO S&P400 | 2M | 30K | – |
SPDR SER TR | PRTFLO S&P500 VL | 8M | 163K | – |
SPDR SER TR | PORTFOLIO S&P600 | 203K | 5K | – |
THE CIGNA GROUP | COM | 607K | 2K | – |
THERMO FISHER SCIENTIFIC INC | COM | 2M | 3K | – |
UBER TECHNOLOGIES INC | COM | 283K | 4K | – |
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 2M | 21K | – |
VANGUARD INDEX FDS | GROWTH ETF | 302K | 808 | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 782K | 3K | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 961K | 2K | – |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 302K | 7K | – |
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 14M | 172K | – |
VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 7M | 129K | – |
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 571K | 10K | – |
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 20M | 437K | – |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 1M | 16K | – |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 3M | 17K | – |
VIATRIS INC | COM | 1M | 121K | – |
VISA INC | COM CL A | 207K | 788 | – |
WALMART INC | COM | 526K | 8K | – |
WARNER BROS DISCOVERY INC | COM SER A | 665K | 89K | – |
WELLS FARGO CO NEW | COM | 229K | 4K | – |
ZOETIS INC | CL A | 955K | 6K | – |