Powerhouse Assets LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 17, 2026, reports $215M in regulatory assets under management, 3 employees, 2 offices, and 213 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 78.7% of total clients.
Top client categories% of clientsClients
1
HNWI
78.7%
48
2
Individuals
19.7%
12
3
Corporations
1.6%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$215Mas of March 17, 2026
Discretionary92.3%
$198M
92% of total RAUM92.3%
Non-discretionary7.7%
$17M
8% of total RAUM7.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$215M
Total Accounts213
10Y AUM Change+$109M (+103.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee20:1
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.