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Power Wealth Management
Power Wealth Management was established in 2018 and is headquartered in Alpharetta, Georgia. The firm structures its offering around two core service lines:...
Power Wealth Management
Power Wealth Management was established in 2018 and is headquartered in Alpharetta, Georgia. The firm structures its offering around two core service lines: financial planning and investment management. This combination allows it to serve clients seeking coordinated wealth strategies rather than standalone product sales. The firm's investment management service provides portfolio construction and ongoing oversight. Its financial planning arm addresses retirement, tax, estate, and cash-flow considerations. The dual-service architecture means the firm can operate as a fiduciary on both the plan and the assets, a common structure among registered investment advisers that seek to align revenue with client outcomes. The firm maintains a single-office footprint in the northern Atlanta suburbs, serving a local and regional client base. No publicly disclosed team size, assets under management, or named portfolio holdings are available. The absence of a Form ADV or other regulatory filing in accessible databases limits visibility into its operational scale. Structurally, Power Wealth Management exemplifies the large population of small, privately held wealth managers that operate without public marketing or institutional outreach. Its lack of a LinkedIn presence, press mentions, or industry conference participation suggests a referral-driven practice serving a concentrated number of relationships rather than a growth-through-acquisition roll-up strategy.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Alpharetta
Corporate office
Alpharetta, GA, United States
Frequently asked questions
Does Power Wealth Management operate as a registered investment adviser?
The firm's regulatory status cannot be confirmed from public sources. Many US wealth managers register with the SEC or state securities regulators and file a Form ADV, but Power Wealth Management does not appear in accessible databases of currently registered firms. It may operate under an exemption, through a third-party platform, or maintain a registration that is not widely indexed.
What types of clients does Power Wealth Management serve?
Based on its stated service model combining financial planning and investment management, the firm likely serves individuals and families seeking comprehensive wealth advice. Its single-office location in Alpharetta suggests a primarily local and regional client base within the northern Atlanta metropolitan area.
How does the firm structure its investment management fees?
Fee structures are not publicly disclosed. Typical models for firms offering both planning and investment management include assets-under-management fees, flat retainer fees, hourly planning fees, or a combination. Without public filings, the specific approach Power Wealth Management uses remains unconfirmed.
Is Power Wealth Management affiliated with a broker-dealer or insurance company?
No affiliation is evident from available records. The firm's website domain and limited public footprint suggest an independent practice rather than a branch office of a larger financial institution or insurance network.
Who founded Power Wealth Management and what is their background?
The founder or founding team has not been publicly identified. Many wealth management practices are started by advisors departing larger firms, but without licensing records, press coverage, or a firm-published biography, the professional background of Power Wealth Management's leadership remains an open question.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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