Firm profile

EMPOWER PRIVATE WEALTH

NEW YORK, NYCRD 331529Latest ADV February 6, 2026

Empower Private Wealth is an SEC registered investment adviser with a primary office location in New York, NY. Its latest Form ADV filing, dated February 6, 2026, reports $35M in regulatory assets under management, 3 employees, and 26 accounts.

Assets Under Management
$35M
Employees
3
Offices
--
Total Clients
26
Primary office
NEW YORK, NY
575 LEXINGTON AVENUE, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJoanne Stasalovich

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 46.2% of total clients.
Top client categories% of clientsClients
1
HNWI
46.2%
12
2
Irrevocable Trusts/Estates
34.6%
9
3
Corporations
15.4%
4
4
Insurance Cos.
3.8%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$35Mas of February 6, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$35M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$35M
Total Accounts26
10Y AUM Change+$35M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee9:1
10Y Employee Change+2 (+200.0%)

* 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.