# Powerhouse Assets LLC

> 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.

- CRD: 157538
- Filed as: POWERHOUSE ASSETS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157538
- AdvisorCensus page: https://advisorcensus.com/firm/powerhouse-assets-llc-157538

## Quick answers

**How is Powerhouse Assets LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Powerhouse Assets LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Powerhouse Assets LLC registered with the SEC or a state?**
Powerhouse Assets LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 157538.

**How much does Powerhouse Assets LLC manage?**
Powerhouse Assets LLC reports $214,800,000 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (92% discretionary).

**How have Powerhouse Assets LLC's assets and staff changed since 2021?**
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.

**What types of clients does Powerhouse Assets LLC serve?**
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).

**Which custodians does Powerhouse Assets LLC use?**
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.

**Does Powerhouse Assets LLC 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/157538

**Does Powerhouse Assets LLC state an account minimum?**
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."

**What changed in Powerhouse Assets LLC's recent Form ADV filings?**
In the April 2026 filing data: No longer lists an office in Austin, TX. No longer lists an office in Concord, MA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> Our minimum account requirement is $250,000. However, under certain limited circumstances we may waive this requirement.

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

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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: $214,800,000
- Discretionary: $198,300,000
- Non-discretionary: $16,500,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $6,500,000 |
| High net worth individuals | 48 | $164,300,000 |
| Corporations or other businesses not listed above | 1 | $44,000,000 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alicefinn.com/powerhouse-assets.html
- powerhouseassets.com
- Facebook @PowerHouseAssets
- Facebook @smartwomenlovemoney
- LinkedIn @powerhouse-assets-llc
- TikTok @alicefinnswlm
- YouTube @smartwomenlovemoney

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $124,400,000 | 3 | June 4, 2021 |
| October 2022 | $144,000,000 | 3 | February 16, 2022 |
| October 2023 | $158,000,000 | 3 | February 28, 2023 |
| October 2024 | $176,000,000 | 3 | February 27, 2024 |
| October 2025 | $207,000,000 | 3 | March 5, 2025 |
| October 2026 | $214,800,000 | 3 | March 17, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- No longer lists an office in Austin, TX.
- No longer lists an office in Concord, MA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Powerhouse Assets LLC (CRD 157538): Form ADV filing data as of October 2026.