Power Financial Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tampa, FL. Its latest Form ADV filing, dated February 12, 2026, reports $329M in regulatory assets under management, 4 employees, and 452 accounts.
Assets Under Management
$329M
Employees
4
Offices
--
Total Clients
250
Primary office
TAMPA, FL
5401 W KENNEDY BLVD., STE. 1020, TAMPA, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 46.8% of total clients.
Top client categories% of clientsClients
1
Pension Plans
46.8%
117
2
Individuals
42.4%
106
3
HNWI
10.8%
27
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$329Mas of February 12, 2026
Discretionary97.0%
$319M
97% of total RAUM97.0%
Non-discretionary3.0%
$10M
3% of total RAUM3.0%
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$329M
Total Accounts452
10Y AUM Change+$329M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee63:1
10Y Employee Change+3 (+300.0%)
* 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.