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POWELL INVESTMENT ADVISORS, LLC

MIAMI, FL · CRD 160333 · IAPD ↗ · powellinvestmentadvisors.com · 786-470-3480

$648.0MRegulatory AUM
2Advisory reps
2Employees
1Clients
0Planning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2024 — POWELL INVESTMENT ADVISORS, LLC crossed $500M in regulatory AUM ($475.6M -> $517.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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