CORNELIUS, NCCRD 144230Latest ADV February 13, 2026
Powell Wealth is an SEC registered investment adviser organized as a corporation with a primary office location in Cornelius, NC. Its latest Form ADV filing, dated February 13, 2026, reports $229M in regulatory assets under management, 3 employees, and 272 accounts.
Assets Under Management
$229M
Employees
3
Offices
--
Total Clients
108
Primary office
CORNELIUS, NC
17818 STATESVILLE RD, SUITE 221, CORNELIUS, NC, United States
Top client segmentIndividuals represent 50.9% of total clients.
Top client categories% of clientsClients
1
Individuals
50.9%
55
2
HNWI
39.8%
43
3
Corporations
9.3%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$229Mas of February 13, 2026
Discretionary100.0%
$229M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$229M
Total Accounts272
10Y AUM Change+$139M (+153.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee36:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.