Powerhouse Assets LLC

Powerhouse Assets LLC (CRD# 157538) is a financial advisory firm headquartered in , . They manage $50,000,000 in 116 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $431,034
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

MA

Financial Advisors at Powerhouse Assets LLC
Showing 1 - 4 of 4 top financial advisors.
1
Ralitza S. Gueorguieva
CRD#: 4826838
Lincoln, MA
93
Wealthminder
score

Ralitza Gueorguieva (CRD# 4826838) is an Investment Advisor Representative working at Powerhouse Assets LLC in Lincoln, MA and has over 11 years of experience in the finance industry.

2
Alice N. Finn
CRD#: 4361136
Lincoln, MA
90
Wealthminder
score

Alice Finn (CRD# 4361136) is an Investment Advisor Representative working at Powerhouse Assets LLC in Lincoln, MA and has 1 year of experience in the finance industry. Alice Finn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Rebecca A. Maltais
CRD#: 5961855
Lincoln, MA
90
Wealthminder
score

Rebecca Maltais (CRD# 5961855) is an Investment Advisor Representative working at Powerhouse Assets LLC in Lincoln, MA and has over 5 years of experience in the finance industry.

4
Heather M. Martino
CRD#: 6225528
Lincoln, MA
90
Wealthminder
score

Heather Martino (CRD# 6225528) is an Investment Advisor Representative working at Powerhouse Assets LLC in Lincoln, MA and has over 4 years of experience in the finance industry.

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