# PWR Financial Services

> PWR Financial Services is a state-registered investment advisory firm in Federal Way, WA, registered since 2001, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 112299
- Filed as: PWR FINANCIAL SERVICES
- Legal name: PWR Financial Services, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Federal Way, WA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/112299
- AdvisorCensus page: https://advisorcensus.com/firm/pwr-financial-services-federal-way-wa-112299

## Quick answers

**How is PWR Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), PWR Financial Services reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is PWR Financial Services located?**
PWR Financial Services' principal office is in Federal Way, WA, according to its Form ADV.

**Is PWR Financial Services registered with the SEC or a state?**
PWR Financial Services is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 112299.

**How much does PWR Financial Services manage?**
PWR Financial Services reports $94,725,724 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (0% discretionary).

**Does PWR Financial Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/112299

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $94,725,724
- Discretionary: $0
- Non-discretionary: $94,725,724

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $94,725,724 |

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2001 (25 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. PWR Financial Services (CRD 112299): Form ADV filing data as of October 2026.