Powell Investment Advisors, LLC

Powell Investment Advisors, LLC (CRD# 160333) is a financial advisory firm headquartered in Coral Gables, FL. They manage $159,642,389 in 158 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    158
    ACCOUNTS
  • Average Account Value
    $1,010,395
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Powell Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jesse A. Wachs
CRD#: 4437874
550 South Dixie Highway, Suite 300, Coral Gables, FL 33146
96
Wealthminder
score

Jesse Wachs (CRD# 4437874) is an Investment Advisor Representative working at Powell Investment Advisors, LLC in Coral Gables, FL and has over 15 years of experience in the finance industry.

2
Todd J. Gross
CRD#: 5105277
550 South Dixie Highway, Suite 300, Coral Gables, FL 33146
90
Wealthminder
score

Todd Gross (CRD# 5105277) is an Investment Advisor Representative working at Powell Investment Advisors, LLC in Coral Gables, FL and has over 4 years of experience in the finance industry.

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