# PowerHouse Assets

PowerHouse Assets is a Bank / Wealth / Trust based in Lincoln, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lincoln, United States
- **Region:** North America
- **Address:** Lincoln, MA, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** powerhouseassets.com
- **LinkedIn:** https://www.linkedin.com/company/powerhouse-assets-llc

## Regulatory record

- **CRD number:** 157538
- **SEC file number:** 801-119017
- **Registration status:** Registered
- **Reports private funds:** No

## About

PowerHouse Assets was founded in 2011 in Lincoln, Massachusetts, as a registered investment advisor designed to serve individual investors, high-net-worth families, and small businesses. The firm frames its mandate as mission-driven: it markets directly to women, arguing that competent portfolio management should not require ultra-wealthy thresholds. The firm provides discretionary portfolio management and investment advisory services. Its public materials emphasize direct securities selection and an educational posture — its website includes a "fiction vs. fact" section and a glossary aimed at demystifying finance for clients who may not have worked with an advisor before. Team size and total assets under management are not publicly disclosed. The firm has no visible LinkedIn presence, satellite offices, or known philanthropic vehicles. Structurally, PowerHouse differs from most family offices and wealth managers by targeting a demographic — women — rather than a wealth tier. Its platform is advisory, not a fund, and it does not appear to participate in club deals, co-investments, or private-market commitments. The absence of named principals, AUM, or portfolio holdings makes the firm's scale and strategy opaque to outside allocators.

## Questions

### Who runs investment decisions at PowerHouse Assets?

PowerHouse Assets does not publicly name its principals, portfolio managers, or investment committee members. The firm's website and regulatory disclosures offer no biographies, limiting visibility into who constructs portfolios or makes allocation decisions.

### Does PowerHouse Assets disclose its assets under management?

No. The firm has not published an AUM figure, and no credible third-party source has reported one. The scale of the advisory practice is undisclosed.

## Related profiles

- [Power Electronics](https://altss.com/profile/power-electronics)
- [Powerhouse Capital](https://altss.com/profile/powerhouse-capital)

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Updated: 2026-08-11T02:43:31.692Z

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