Iwona Cholewa has been an investment adviser representative at PowerHouse Assets since March 2020, and is not listed among the firm’s executive officers or direct owners. Iwona Cholewa holds an MBA from Anderson School of Management, University of California, Los Angeles and a BA in Economics and Business from Whittier College.
Powerhouse Assets LLC is a firm with $215M under management, 61 clients and 3 advisers across 3 offices, as of its March 2026 filing.
Iwona Cholewa is Chief Investment Officer of PowerHouse Assets. Before joining the firm, she worked for 13 years at Dimensional Fund Advisors, where she was a portfolio manager for global equity portfolios and later a vice president. She also spent five years as a portfolio manager for Montecito Bank & Trust in Santa Barbara.
Iwona Cholewa’s longest registration was 11 years at Dimensional Fund Advisors LP (2007–2019). Before joining PowerHouse Assets in 2020, Iwona Cholewa was registered through Hemington Wealth Management and Dimensional Fund Advisors LP.
- Powerhouse Assets LLCCurrent– present · 6 yearsChapel Hill, NC · Adviser representative · Firm CRD 157538
- Hemington Wealth Management– · 2 yearsAustin, TX · Adviser representative · Firm CRD 169024
- Dimensional Fund Advisors LP– · 11 yearsAustin, TX · Adviser representative · Firm CRD 106482
Professional designations
Listed by PowerHouse Assets
- CFA
Investment adviser representative registrations
Iwona Cholewa is registered as an investment adviser representative in 3 states. The first approvals date from March 2020; the most recent is North Carolina, in October 2026.
- MassachusettsSince 4 March 2020
- North CarolinaSince 7 October 2026
- TexasSince 19 August 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 18 November 1999 |
| Series 7 | General Securities Representative Examination | 30 September 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4014938
- Firm
- PowerHouse Assets · CRD 157538
- Office
- Chapel Hill, NC
- Registration
- Investment adviser registration
- In the industry since
- November 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- powerhouseassets.com
Where does Iwona Cholewa work?
Iwona Cholewa is an investment adviser representative registered through Powerhouse Assets LLC since March 2020, and is not listed among the firm’s executive officers or direct owners.
Is Iwona Cholewa a financial advisor?
Yes. Iwona Cholewa has a current investment-adviser registration in Massachusetts, North Carolina and Texas, through PowerHouse Assets since March 2020.
How many years of experience does Iwona Cholewa have?
Iwona Cholewa has 25 years in the financial industry, since November 2000, across 3 adviser firms.
What exams has Iwona Cholewa passed?
Iwona Cholewa has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 1999. FINRA credited Iwona Cholewa with the SIE, which began in October 2018.
Where did Iwona Cholewa work before PowerHouse Assets?
Before PowerHouse Assets, Iwona Cholewa was registered through Dimensional Fund Advisors LP, July 2007 to April 2019.
Where is Iwona Cholewa based?
Iwona Cholewa’s registered office is in Chapel Hill, NC.
Is Iwona Cholewa registered with FINRA?
No. Iwona Cholewa has no current broker registration.
Is Iwona Cholewa a CFA charterholder?
PowerHouse Assets lists Iwona Cholewa with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Iwona Cholewa’s record?
Search CRD 4014938 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Iwona Cholewa’s full registration record.
