Powerhouse Assets LLC
● SEC registered since 2020CRD 157538SEC# 801-119017
Reg. AUM
$214.8M
Employees
3
Accounts
213
Location
—
Powerhouse Assets LLC assets under management
Powerhouse Assets LLC operates as an SEC-registered investment adviser. The firm has been registered since 2020. It reports $214.8 million in regulatory assets under management and employs 3 people.
Powerhouse Assets LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alice Nancy Finn Control | Managing Member And Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does Powerhouse Assets LLC manage?
Powerhouse Assets LLC reports $214.8 million in regulatory assets under management on its Form ADV.
How many employees does Powerhouse Assets LLC have?
Powerhouse Assets LLC reports 3 employees.
Does Powerhouse Assets LLC disclose fund performance?
Powerhouse Assets LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 781-856-4721 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$214.8M▲ 4%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$214.8Mregulatory AUM
Discretionary $198.3MNon-discretionary $16.5M