Power Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Alpharetta, GA. Its latest Form ADV filing, dated March 19, 2026, reports $430M in regulatory assets under management, 10 employees, 1 office, and 718 accounts.
Assets Under Management
$430M
Employees
10
Offices
1 office
Total Clients
253
Primary office
ALPHARETTA, GA
2400 LAKEVIEW PKWY, SUITE 675, ALPHARETTA, GA, United States
Top client segmentHNWI represent 51.8% of total clients.
Top client categories% of clientsClients
1
HNWI
51.8%
131
2
Individuals
48.2%
122
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$430Mas of March 19, 2026
Discretionary100.0%
$430M
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.
Total AUM$430M
Total Accounts718
10Y AUM Change+$302M (+236.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee25:1
10Y Employee Change+6 (+150.0%)
* 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.