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POWER FINANCIAL PARTNERS, LLC

TAMPA, FL · CRD 324253 · IAPD ↗ · powerfinancialpartners.com · 813-212-2125

$329.1MRegulatory AUM
3Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — POWER FINANCIAL PARTNERS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — POWER FINANCIAL PARTNERS, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
April 2024 — POWER FINANCIAL PARTNERS, LLC reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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