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Read & Powell Financial Services, LLC

● SEC registered since 2021CRD 130189SEC# 801-121309Elko, NV
Export (members)
Reg. AUM
$159.7M
Employees
3
Accounts
642
Location
Elko, NV

Read & Powell Financial Services, LLC assets under management

Read & Powell Financial Services, LLC is an investment advisory firm registered with the SEC based in Elko, NV. The firm has been registered since 2021. It reports $159.7 million in regulatory assets under management and employs 3 people.

Read & Powell Financial Services, LLC owners & executives

4 reported
NameTitleOwnershipSince
Eric Lynn Wiseman ControlCcoUnder 5%2022
Eric Wiseman LLC ControlLimited Liability Company50-75%2021
Nick Stanley Konakis ControlManaging Member50-75%2014
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Frequently asked questions

How much does Read & Powell Financial Services, LLC manage?

Read & Powell Financial Services, LLC reports $159.7 million in regulatory assets under management on its Form ADV.

How many employees does Read & Powell Financial Services, LLC have?

Read & Powell Financial Services, LLC reports 3 employees.

Where is Read & Powell Financial Services, LLC located?

Read & Powell Financial Services, LLC is based in Elko, NV and has been SEC-registered since 2021.

Does Read & Powell Financial Services, LLC disclose fund performance?

Read & Powell Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address491 5th Street, Elko, NV 89801
Phone775-738-4430
Fax775-753-6083
Office hours9:00 a.m. To 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$159.7M▲ 9%
Mar '25 — $146.7MApr '25 — $146.7MMay '25 — $146.7MJun '25 — $146.7MJul '25 — $146.7MAug '25 — $146.7MSep '25 — $146.7MOct '25 — $146.7MNov '25 — $146.7MDec '25 — $146.7MJan '26 — $146.7MFeb '26 — $146.7MMar '26 — $159.7MApr '26 — $159.7MMay '26 — $159.7MJun '26 — $159.7M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$159.7Mregulatory AUM
Discretionary $159.7M