Power Financial Partners, LLC
● SEC registered since 2023CRD 324253SEC# 801-127238Tampa, FL
Reg. AUM
$329.1M
Employees
4
Accounts
452
Location
Tampa, FL
Power Financial Partners, LLC assets under management
Power Financial Partners, LLC is an investment advisory firm registered with the SEC based in Tampa, FL. The firm has been registered since 2023. It reports $329.1 million in regulatory assets under management and employs 4 people.
Power Financial Partners, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Roger Sverre MacHlin Control | Member And Chief Compliance Officer | Over 75% | 2023 |
Frequently asked questions
How much does Power Financial Partners, LLC manage?
Power Financial Partners, LLC reports $329.1 million in regulatory assets under management on its Form ADV.
How many employees does Power Financial Partners, LLC have?
Power Financial Partners, LLC reports 4 employees.
Where is Power Financial Partners, LLC located?
Power Financial Partners, LLC is based in Tampa, FL and has been SEC-registered since 2023.
Does Power Financial Partners, LLC disclose fund performance?
Power Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5401 W Kennedy Blvd., Ste. 1020, Tampa, FL 33609 |
| Phone | 813-212-2125 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$329.1M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$329.1Mregulatory AUM
Discretionary $319.2MNon-discretionary $10M