{"url":"https://nivawealth.com/firms/powerhouse-financial-advisors-338952","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/338952","regulatoryAum":108231666,"crd":"338952","secFileNumber":"801-137068","legalName":"Powerhouse Financial Advisors, Inc.","displayName":"Powerhouse Financial Advisors","slug":"powerhouse-financial-advisors-338952","website":"https://powerhousefinancialadvisors.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Nevada corporation","fiscalYearEnd":"December","headquarters":{"street":"1674 U.S. Highway 395 North, Suite 208","city":"Minden","state":"NV","stateName":"Nevada","country":"United States","postalCode":"89423"},"tradeNames":[],"registration":{"secApproved":"21 August 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":478901.1769911504,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":108231666,"discretionary":108231666,"discretionaryAccounts":621,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":204,"regulatoryAum":58145250},{"label":"High-net-worth individuals","clients":22,"regulatoryAum":50086416}],"feePrograms":[{"role":"main","program":"Discretionary Portfolio Management Fee","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1,"from":0},{"to":3000000,"pct":0.8,"from":1000000},{"to":5000000,"pct":0.6,"from":3000000},{"to":null,"pct":0.4,"from":5000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057513","versionId":1057513,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-09-10","documentName":"PHFA ADV PART 2A","fee_rate_low":0.4,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning","summary":"Financial planning is a fixed fee of $1,500 to $3,000 per engagement, or an hourly fee of $350 to $450.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057513","versionId":1057513,"submittedOn":"2026-09-10","documentName":"PHFA ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T18:11:03.133657+00:00","documents":[{"name":"PHFA ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057513","versionId":1057513,"submittedOn":"2026-09-10"}]},"custodians":[],"custodyNote":"Powerhouse Financial Advisors does not have custody of client assets.","leadership":[],"ownership":[],"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Nevada","offices":1,"addresses":[{"street":"1674 U.S. Highway 395 North, Suite 208","city":"Minden","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"775-266-8867","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":10},{"label":"Non-exchange-traded equity securities","percent":90}],"privateFunds":0},"sources":{"adv1FilingDate":"10 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/338952/PDF/338952.pdf","brochureDate":"10 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057513","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Powerhouse Financial Advisors have?","answer":"Powerhouse Financial Advisors has 226 clients and manages $108 million for them, as of September 2026. They include 204 individual clients and 22 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Powerhouse Financial Advisors offer?","answer":"Powerhouse Financial Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Powerhouse Financial Advisors charge?","answer":"Powerhouse Financial Advisors charges 0.40%–1.00% a year for its Discretionary Portfolio Management Fee. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.","source":"PHFA ADV PART 2A, filed 10 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Powerhouse Financial Advisors have?","answer":"Powerhouse Financial Advisors has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","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 Powerhouse Financial Advisors invest in?","answer":"At the end of its last fiscal year, Powerhouse Financial Advisors’ separately managed accounts held 90% non-exchange-traded equities and 10% exchange-traded equities.","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":"How does Powerhouse Financial Advisors get paid?","answer":"Powerhouse Financial Advisors is paid through a percentage of assets under management, hourly charges 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Powerhouse Financial Advisors registered with the SEC?","answer":"Yes, Powerhouse Financial Advisors has been registered with the SEC as an investment adviser since 21 August 2026. Its CRD number is 338952 and its SEC file number is 801-137068.","source":"Form ADV Part 1A, Item 1, filed 10 September 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Powerhouse Financial Advisors?","answer":"Powerhouse Financial Advisors’ main office is at 1674 U.S. Highway 395 North, Suite 208, Minden, NV 89423. Its phone number is 775-266-8867. Its website is powerhousefinancialadvisors.com.","source":"Form ADV Part 1A, Item 1.F, filed 10 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}