Power Wealth Management

Power Wealth Management (CRD# 315101) is a financial advisory firm headquartered in Alpharetta, GA. They manage $293,755,210 in 476 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
2400 Lakeview Pkwy, Suite 675, Alpharetta, GA 30009
https://www.powerwm.com
By the Numbers
  • Total Assets Under Management
    294
    MILLION
  • Total Number of Accounts
    476
    ACCOUNTS
  • Average Account Value
    $617,133
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, NC, SC, TX, VA

Financial Advisors at Power Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Brett Power, financial advisor Alpharetta GA
Brett A. Power
CRD#: 5439950
2400 Lakeview Pkwy, Suite 675, Alpharetta, GA 30009

Brett Power (CRD# 5439950) is an Investment Advisor Representative working at Power Wealth Management in Alpharetta, GA and has over 16 years of experience in the finance industry.

2
Pamela Tate, financial advisor Alpharetta GA
Pamela M. Tate
CRD#: 7504099
2400 Lakeview Pkwy, Suite 675, Alpharetta, GA 30009

Pamela Tate (CRD# 7504099) is an Investment Advisor Representative working at Power Wealth Management in Alpharetta, GA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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