Power Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, educational seminars, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Power Wealth Management reports 253 clients. They include 131 high-net-worth individuals and 122 individual clients. Of its assets, 100.0% ($430M across 718 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 48% | 14% |
| High-net-worth individuals | 52% | 86% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 122 | $61M | 14.2% | $500K |
| High-net-worth individuals | 131 | $369M | 85.8% | $2.82M |
| Total | 253 | $430M | 100% | $1.7M |
- Clients
- 122
- Regulatory AUM
- $61M
- AUM share
- 14.2%
- Avg. per client
- $500K
- Clients
- 131
- Regulatory AUM
- $369M
- AUM share
- 85.8%
- Avg. per client
- $2.82M
Total
- Clients
- 253
- Regulatory AUM
- $430M
- AUM share
- 100%
- Avg. per client
- $1.7M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Power Wealth Management charges up to 1.25% a year for its Wealth management fees. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Standalone financial planning
- Standalone financial planning is a fixed fee typically ranging from $5,000 to $30,000, with a 20% deposit at engagement.
Powerful Ventures, LLC owns 50% to 75% of Power Wealth Management and is in turn owned by Brett Power (75% or more). The leadership team of Power Wealth Management includes President Brett Power and Chief Compliance Officer Michael Williams. It has 10 employees, 6 of them in advisory roles.
Leadership
Brett PowerPresident, Partner, Senior Wealth Advisor- Michael WilliamsChief Compliance Officer
Ian RiveroPartner, Senior Wealth Advisor
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
Staff
- 10 employees
- 6 in advisory functions
- 7 state-registered reps
- 4 insurance agents
- Owns 50% to 75% of Power Wealth Management LLC
Powerful Ventures, LLC
Control person · since January 2023
- Owns 75% or more of Powerful Ventures, LLC
Brett Power
Control person · since January 2023
- Owns 50% to 75% of Power Wealth Management LLC
Capital River Ventures LLC
Control person · since January 2023
- Owns 75% or more of Capital River Ventures LLC
Ian Rivero
Control person · since January 2023
Power Wealth Management’s regulatory assets grew 3.4× from $128M (April 2023) to $430M (September 2026); clients rose from 206 to 253 and employees from 4 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $430M | 253 | 10 | 3 |
| March 2025 | $381M | 222 | 8 | 2 |
| July 2024 | $294M | 152 | 6 | 2 |
| April 2023 | $128M | 206 | 4 | 2 |
Besides its headquarters, Power Wealth Management has 2 offices (1 private residence, listed without an address), with 2 listed addresses in Georgia and Texas.
Georgia · 1 listed address
- 2400 Lakeview Pkwy, Suite 675, AlpharettaHQ
Texas · 1 listed address
- 410 W. Erwin Street, Tyler
Contact and registration details
- Legal name
- Power Wealth Management LLC
- Headquarters
- 2400 Lakeview Pkwy, Suite 675, Alpharetta, GA 30009
- Website
- powerwealthmanagement.com
- Phone
- 404-889-8919
- @power-wealth-management-llc
- SEC file
- 801-127940
- Founded
- 2018
- Structure
- Georgia LLC
- Fiscal year end
- December
Power Wealth Management uses Charles Schwab ($430M) as custodian for its separately managed accounts. Power Wealth Management has custody of $108M in client assets for 148 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $430M100%
At year end, Power Wealth Management’s separately managed accounts were mostly in funds (76%) and stocks (19%). Its reported 13F holdings for the quarter ended 30 June 2026 total $291M across 118 positions; the largest are Fidelity Merrimack Str TR (13.5%), Vanguard Scottsdale Fds (10.6%) and Vanguard Scottsdale Fds (7.9%).
What the accounts hold
- Stocks19%
- Funds76%
- Bonds2%
- Cash3%
Reported 13F holdings
- $291M
- Reported 13F value
- 118
- Positions
- 61.9%
- In the 10 largest
- +8.3%
- Value vs. prior quarter
- Fidelity Merrimack Str TR · Total BD ETF13.5%
- Vanguard Scottsdale Fds · Mtg-bkd Secs ETF10.6%
- Vanguard Scottsdale Fds · Int-term Corp.7.9%
- SPDR Series Trust · ST Str P500val5.9%
- Schwab Strategic TR · Intl Eqty ETF5.5%
- SPDR Series Trust · ST Str P500grw5.4%
- J P Morgan Exchange Traded F · Equity Premium3.9%
- Vanguard Scottsdale Fds · Inter Term Treas3.6%
- Invesco Exch Traded FD TR II · Short Term ETF3.0%
- iShares TR · Core S&P500 ETF2.5%
Together, the ten largest are 61.9% of reported value.
How many clients does Power Wealth Management have?
Power Wealth Management has 253 clients and manages $430 million for them, as of September 2026. They include 131 high-net-worth individuals and 122 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026
What services does Power Wealth Management offer?
Power Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, educational seminars, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Power Wealth Management charge?
Power Wealth Management charges up to 1.25% a year for its Wealth management fees. The fee is billed in advance and is negotiable.
Source: POWER WEALTH MANAGEMENT - FIRM BROCHURE - PART 2, filed 14 September 2026
Which custodians does Power Wealth Management use?
Power Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $430M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026
How many financial advisors does Power Wealth Management have?
Power Wealth Management has 7 investment adviser representatives registered with state securities authorities, out of 10 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Power Wealth Management invest in?
At the end of its last fiscal year, Power Wealth Management’s separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 19% exchange-traded equities, 3% cash and equivalents and 2% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Power Wealth Management?
Power Wealth Management is owned through holding companies by Brett Power and Ian Rivero. Its direct owners are Powerful Ventures, LLC (50% to 75%) and Capital River Ventures LLC (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 14 September 2026
How does Power Wealth Management get paid?
Power Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Power Wealth Management?
Power Wealth Management’s main office is at 2400 Lakeview Pkwy, Suite 675, Alpharetta, GA 30009. Its phone number is 404-889-8919. Its website is powerwealthmanagement.com.