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POWER WEALTH MANAGEMENT

ALPHARETTA, GA · CRD 315101 · IAPD ↗ · 404-889-8919

$429.9MRegulatory AUM
6Advisory reps
10Employees
0Clients
251-500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — POWER WEALTH MANAGEMENT notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
July 2026 — POWER WEALTH MANAGEMENT added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2026 — POWER WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2025 — POWER WEALTH MANAGEMENT reported RAUM up 30% ($293.8M -> $381.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2025 — POWER WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
February 2025 — POWER WEALTH MANAGEMENT notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
August 2024 — POWER WEALTH MANAGEMENT now reports custody of client assets ($67.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
May 2024 — POWER WEALTH MANAGEMENT notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2024 — POWER WEALTH MANAGEMENT moved its main office from ROSWELL, GA to ALPHARETTA, GA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
73
April 2024 — POWER WEALTH MANAGEMENT reported RAUM up 130% ($127.8M -> $293.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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