Powell Investment Advisors, LLC
Powell Investment Advisors, LLC (CRD# 160333) is a financial advisory firm headquartered in Miami, FL. They manage $456,113,317 in 267 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management456MILLION
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Total Number of Accounts267ACCOUNTS
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Average Account Value$1,708,290
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
Types of Clients
Registered States

Registered Investment Advisor
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
1
Todd Gross (CRD# 5105277) is an Investment Advisor Representative working at Powell Investment Advisors, LLC in Miami, FL and has over 10 years of experience in the finance industry.
2
Jesse Wachs (CRD# 4437874) is an Investment Advisor Representative working at Powell Investment Advisors, LLC in Miami, FL and has over 20 years of experience in the finance industry.
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