Brett Power has been President, Partner, Senior Wealth Advisor of Power Wealth Management since May 2021, is a control person of the firm and directly owns under 5% of it. Brett Power holds an MBA from Georgia State University.
Power Wealth Management LLC is an Alpharetta, GA firm with $430M under management, 253 clients and 6 advisers across 3 offices, as of its September 2026 filing.
Brett Power is Partner and Senior Wealth Advisor of Power Wealth Management, based in Alpharetta, GA. He started his career at large firms such as Fidelity and Merrill Lynch and opened his own firm in 2018. He helps clients build financial plans and can offer investment and insurance products and services.
Brett Power’s longest registration was 7 years at Strategic Advisers LLC (2010–2018). Before joining Power Wealth Management in 2021, Brett Power was registered through The Money Advisor Group, LLC and Kestra Advisory Services, LLC.
- Power Wealth ManagementCurrent– present · 5 yearsAlpharetta, GA · Adviser representative · Firm CRD 315101
- The Money Advisor Group, LLC– · 1 yearRoswell, GA · Adviser representative · Firm CRD 226578
- Kestra Advisory Services, LLC– · 2 yearsRoswell, GA · Adviser representative · Firm CRD 283330
- Strategic Advisers LLC– · 7 yearsAlpharetta, GA · Adviser representative · Firm CRD 104555
- Amerivest Investment Management, LLC– · 1 yearRosewall, GA · Adviser representative · Firm CRD 111514
- TD Ameritrade, Inc.– · 1 yearAlpharetta, GA · Adviser representative · Firm CRD 7870
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearAtlanta, GA · Adviser representative · Firm CRD 7691
Professional designations
Listed by Power Wealth Management
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Brett Power is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2021; the most recent is Texas, in December 2022.
- GeorgiaSince 24 June 2021
- TexasResidentSince 8 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 6 February 2008 |
| Series 7 | General Securities Representative Examination | 15 January 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brett Andrew Power
- CRD
- 5439950
- Firm
- Power Wealth Management · CRD 315101
- Role
- President, Partner, Senior Wealth Advisor
- Office
- 2400 LAKEVIEW PKWY, SUITE 675, Alpharetta, GA 30009
- Registration
- Investment adviser registration
- In the industry since
- July 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- powerwealthmanagement.com
Where does Brett Power work?
Brett Power has been President, Partner, Senior Wealth Advisor of Power Wealth Management LLC since May 2021, and is a control person of the firm.
Is Brett Power a financial advisor?
Yes. Brett Power has a current investment-adviser registration in Georgia and Texas, through Power Wealth Management since June 2021.
How many years of experience does Brett Power have?
Brett Power has 18 years in the financial industry, since July 2008, across 7 adviser firms.
What exams has Brett Power passed?
Brett Power has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2008. FINRA credited Brett Power with the SIE, which began in October 2018.
Where did Brett Power work before Power Wealth Management?
Before Power Wealth Management, Brett Power was registered through Kestra Advisory Services, LLC, May 2018 to July 2020; Strategic Advisers LLC, October 2010 to May 2018; Amerivest Investment Management, LLC, April 2009 to August 2010; TD Ameritrade, Inc., April 2009 to August 2010; Merrill Lynch, Pierce, Fenner & Smith Incorporated, February 2008 to December 2008.
Where is Brett Power based?
Brett Power’s registered office is in Alpharetta, GA.
Is Brett Power registered with FINRA?
No. Brett Power has no current broker registration.
Is Brett Power a CFP?
Power Wealth Management lists Brett Power with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Brett Power a CFA charterholder?
Power Wealth Management lists Brett Power with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Brett Power’s record?
Search CRD 5439950 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brett Power’s full registration record.
