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READ & POWELL FINANCIAL SERVICES, LLC

ELKO, NV · CRD 130189 · IAPD ↗ · readandpowell.com · 775-738-4430

$159.7MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — READ & POWELL FINANCIAL SERVICES, LLC shrank from 6 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
44
April 2025 — READ & POWELL FINANCIAL SERVICES, LLC notice-filed in NH, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.