# Power Wealth Management

> Power Wealth Management is an SEC-registered investment advisory firm in Alpharetta, GA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 315101
- Filed as: POWER WEALTH MANAGEMENT
- Legal name: Power Wealth Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Alpharetta, GA
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315101
- AdvisorCensus page: https://advisorcensus.com/firm/power-wealth-management-alpharetta-ga-315101

## Quick answers

**How is Power Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Power Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**What does Power Wealth Management's brochure say about its fees?**
Its Form ADV Part 2A brochure dated July 13, 2026 states: Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Power Wealth Management located?**
Power Wealth Management's principal office is in Alpharetta, GA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Power Wealth Management registered with the SEC or a state?**
Power Wealth Management is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 315101.

**How much does Power Wealth Management manage?**
Power Wealth Management reports $429,921,410 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary).

**How have Power Wealth Management's assets and staff changed since 2023?**
In the Form ADV data for Power Wealth Management: Regulatory assets under management: $127,817,403 in the October 2023 data and $429,921,410 in the October 2026 data, up 236%. Total employees: 4 in October 2023 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Power Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (131); individuals (other than high net worth individuals) (122).

**Which custodians does Power Wealth Management use?**
Power Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Power Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315101

**What changed in Power Wealth Management's recent Form ADV filings?**
In the August 2026 filing data: Added an office in Tyler, TX. Registered or notice-filed in NE.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 13, 2026)

- Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states)

> Fees charged for our Wealth Management/Portfolio Management Services are negotiable and based upon, among other things, anticipated future earning capacity, anticipated future additional assets, value of assets to be managed, related accounts, account composition, asset types, account retention and services to be provided. Based upon the foregoing factors, our advisory fee may range up to 1.25% annually.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $429,921,410
- Discretionary: $429,921,410
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 122 | $60,967,481 |
| High net worth individuals | 131 | $368,953,929 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 10 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NE, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Tyler, TX

### Websites listed on Form ADV (Item 1.I)
- powerwealthmanagement.com
- Facebook @PowerfulWealth
- LinkedIn @power-wealth-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $127,817,403 | 4 | April 6, 2023 |
| October 2024 | $293,755,210 | 6 | September 5, 2024 |
| October 2025 | $381,356,108 | 8 | March 10, 2025 |
| October 2026 | $429,921,410 | 10 | September 14, 2026 |

Regulatory assets under management: $127,817,403 in the October 2023 data and $429,921,410 in the October 2026 data, up 236%.
Total employees: 4 in October 2023 and 10 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Added an office in Tyler, TX.
- Registered or notice-filed in NE.

### July 2026
- Employees performing advisory functions went from 5 to 6.

### April 2026
- Regulatory assets under management went from $381,356,108 to $429,921,410 (+13%).
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Power Wealth Management (CRD 315101): Form ADV filing data as of October 2026.