Powell Wealth

Overview

Founded in 1994, Powell Wealth positions itself as a steady hand for clients navigating retirement, tax, and estate planning. The firm's longevity, spanning more than 30 years, places it in the category of mature regional advisory practices that rely on deep community relationships rather than a high-profile brand. The firm's service model encompasses investment advisory, financial planning, and retirement consultation. Geographic focus remains anchored in the Lake Norman and greater Charlotte region, with no disclosed out-of-state offices. Scale, team size, and assets under management remain undisclosed by the firm. There are no known adjacent vehicles, philanthropic foundations, or operating businesses publicly linked to the practice. The firm's lean digital footprint — a concise corporate website and absent LinkedIn profile — reflects a business acquired through referral more than marketing. Powell Wealth's structural posture is that of the legacy local advisor: a single-office, multi-client fiduciary practice that has survived industry consolidation by owning its geography. POWELL WEALTH was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-02-13, it reported 3 employees; 272 advisory accounts; services including Financial planning, Pension consulting, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.