{
  "crd_number": 157538,
  "slug": "powerhouse-assets-llc-157538",
  "primary_business_name": "POWERHOUSE ASSETS LLC",
  "legal_name": "POWERHOUSE ASSETS LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-07-20",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-17",
  "carried_forward": false,
  "raum_total": 214800000.0,
  "raum_discretionary": 198300000.0,
  "raum_non_discretionary": 16500000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 6500000.0,
      "count": 12
    },
    "high_net_worth_individuals": {
      "raum": 164300000.0,
      "count": 48
    },
    "corporations_other_businesses": {
      "raum": 44000000.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA",
    "NH",
    "TX"
  ],
  "websites": [
    "https://alicefinn.com/powerhouse-assets.html",
    "https://facebook.com/PowerHouseAssets",
    "https://facebook.com/smartwomenlovemoney",
    "https://linkedin.com/company/powerhouse-assets-llc",
    "https://powerhouseassets.com",
    "https://tiktok.com/@alicefinnswlm",
    "https://youtube.com/@smartwomenlovemoney"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157538",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/powerhouse-assets-llc-157538",
  "display_name": "Powerhouse Assets LLC",
  "summary": "Powerhouse Assets LLC is an SEC-registered investment advisory firm, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.",
  "citation": "AdvisorCensus. Powerhouse Assets LLC (CRD 157538): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Powerhouse Assets LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Powerhouse Assets LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Is Powerhouse Assets LLC registered with the SEC or a state?",
      "a": "Powerhouse Assets LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 157538."
    },
    {
      "q": "How much does Powerhouse Assets LLC manage?",
      "a": "Powerhouse Assets LLC reports $214,800,000 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (92% discretionary)."
    },
    {
      "q": "How have Powerhouse Assets LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Powerhouse Assets LLC: Regulatory assets under management: $124,400,000 in the October 2021 data and $214,800,000 in the October 2026 data, up 73%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Powerhouse Assets LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (48); individuals (other than high net worth individuals) (12); corporations or other businesses not listed above (1)."
    },
    {
      "q": "Which custodians does Powerhouse Assets LLC use?",
      "a": "Powerhouse Assets LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Powerhouse Assets LLC report any disciplinary disclosures?",
      "a": "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/157538"
    },
    {
      "q": "Does Powerhouse Assets LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 17, 2026 says: \"Our minimum account requirement is $250,000. However, under certain limited circumstances we may waive this requirement.\""
    },
    {
      "q": "What changed in Powerhouse Assets LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: No longer lists an office in Austin, TX. No longer lists an office in Concord, MA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 124400000.0,
      "total_employees": 3,
      "filing_date": "2021-06-04"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 144000000.0,
      "total_employees": 3,
      "filing_date": "2022-02-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 158000000.0,
      "total_employees": 3,
      "filing_date": "2023-02-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 176000000.0,
      "total_employees": 3,
      "filing_date": "2024-02-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 207000000.0,
      "total_employees": 3,
      "filing_date": "2025-03-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 214800000.0,
      "total_employees": 3,
      "filing_date": "2026-03-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists an office in Austin, TX.",
        "No longer lists an office in Concord, MA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Our minimum account requirement is $250,000. However, under certain limited circumstances we may waive this requirement."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Our minimum account requirement is $250,000. However, under certain limited circumstances we may waive this requirement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/powerhouse-assets-llc-157538.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 6500000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 48,
      "fewer_than_5": false,
      "raum": 164300000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 44000000.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157538",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}