# Powell Wealth

Powell Wealth is a Bank / Wealth / Trust based in Cornelius, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cornelius, United States
- **Region:** North America
- **Address:** Cornelius, NC, United States
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** powellwealth.com
- **LinkedIn:** https://www.linkedin.com/company/powellwealth

## Regulatory record

- **CRD number:** 144230
- **SEC file number:** 801-88185
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144230

## About

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.

## Questions

### Does Powell Wealth disclose its assets under management?

No. Powell Wealth does not publicly disclose regulatory assets under management on its website or through accessible filings. The firm maintains a low public profile with no AUM figure available from primary sources.

### What is Powell Wealth's geographic concentration?

The firm is headquartered in Cornelius, North Carolina, and explicitly markets itself to the Lake Norman and Charlotte region. There is no indication of additional domestic or international offices, making it a deeply localized practice.

## Related profiles

- [Pouschine Cook Capital Management](https://altss.com/profile/pouschine-cook-capital-management)
- [Power Capital](https://altss.com/profile/power-capital)

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Last updated: 2026-08-11T02:43:31.692Z

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