Power Wealth Management LLC
● SEC registered since 2023CRD 315101SEC# 801-127940Alpharetta, GA
Reg. AUM
$429.9M
Employees
10
Accounts
718
Location
Alpharetta, GA
Power Wealth Management LLC assets under management
Power Wealth Management LLC is an investment advisory firm registered with the SEC based in Alpharetta, GA. The firm has been registered since 2023. It reports $429.9 million in regulatory assets under management and employs 10 people.
Power Wealth Management LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Andrew Power Control | President, Partner, Senior Wealth Advisor | Under 5% | 2021 |
| Capital River Ventures LLC Control | Member | 50-75% | 2023 |
| Ian Joseph Rivero Control | Partner, Senior Wealth Advisor | Under 5% | 2023 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Power Wealth Management LLC manage?
Power Wealth Management LLC reports $429.9 million in regulatory assets under management on its Form ADV.
How many employees does Power Wealth Management LLC have?
Power Wealth Management LLC reports 10 employees.
Where is Power Wealth Management LLC located?
Power Wealth Management LLC is based in Alpharetta, GA and has been SEC-registered since 2023.
Does Power Wealth Management LLC disclose fund performance?
Power Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2400 Lakeview Pkwy, Suite 675, Alpharetta, GA 30009 |
| Phone | 404-889-8919 |
| Fax | 678-999-4254 |
| Office hours | 9 a.m. - 4 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 2001039 |
| Discloses disciplinary history | No |
Regulatory AUM
$429.9M▲ 46%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$429.9Mregulatory AUM
Discretionary $429.9M