# Power Wealth Management

Power Wealth Management is a Bank / Wealth / Trust based in Alpharetta, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Alpharetta, United States
- **Region:** North America
- **Address:** Alpharetta, GA, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** www.powerwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/power-wealth-management

## Regulatory record

- **CRD number:** 315101
- **SEC file number:** 801-127940
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315101

## About

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.

## Questions

### 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.

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

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