Powell Wealth

Powell Wealth (CRD# 144230) is a financial advisory firm headquartered in Cornelius, NC. They manage $110,237,966 in 106 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    106
    ACCOUNTS
  • Average Account Value
    $1,039,981
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

NC

Financial Advisors at Powell Wealth
Showing 1 - 1 of 1 top financial advisors.
1
David L. Powell
CRD#: 2510305
17818 Statesville Rd, Suite 221, Cornelius, NC 28031
89
Wealthminder
score

David Powell (CRD# 2510305) is an Investment Advisor Representative working at Powell Wealth in Cornelius, NC and has over 22 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.