# POWER PLANS

POWER PLANS is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 129431
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/129431

## About

POWER PLANS is a state-registered investment adviser with approximately $5 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### How does POWER PLANS invest its capital?

POWER PLANS allocates across three primary buckets: direct real estate, where it acquires commercial properties in secondary US markets; private equity, via fund commitments to middle-market buyout and growth strategies; and public equities, managed with a long-only, low-turnover approach. The exact allocation shifts based on family objectives and market conditions.

### What is POWER PLANS' investment time horizon?

Because the firm manages permanent capital with no external redemption risk or fundraising cycles, it takes a long-duration posture. Real estate assets are held indefinitely until a value-maximizing sale, while private equity commitments are supported without liquidity constraints, allowing participation in funds that extend beyond ten years.

## Related profiles

- [Jennings Financial Planning](https://altss.com/profile/jennings-financial-planning-inc)
- [Disciplined Equity Management](https://altss.com/profile/disciplined-equity-management-inc)

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Last updated: 2026-07-06T01:24:23.473Z

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