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Firm profile

Powerhouse Financial Advisors, Inc..

MINDEN, NVCRD 338952Latest ADV August 14, 2026

Powerhouse Financial Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Minden, NV. Its latest Form ADV filing, dated August 14, 2026, reports $108M in regulatory assets under management, 1 employee, and 621 accounts.

Assets Under Management
$108M
Employees
1
Offices
--
Total Clients
226
Primary office
MINDEN, NV
1674 U.S. HIGHWAY 395 NORTH, SUITE 208, MINDEN, NV, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOSteven J. Smit
CCOSteven J. Smit

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Sep 12, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 90.3% of total clients.
Top client categories% of clientsClients
1
Individuals
90.3%
204
2
HNWI
9.7%
22

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$108Mas of August 14, 2026
Discretionary100.0%
$108M
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$108M
Total Accounts621
10Y AUM Change—

Employee Growth by Quarter

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

Total Employees1
Clients per Employee226:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.