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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Power Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Power Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Power Wealth Management?","answer":"Power Wealth Management is owned through holding companies by Brett Power and Ian Rivero. 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