Powerhouse Assets LLC

Powerhouse Assets LLC (CRD# 157538) is a financial advisory firm headquartered in , . They manage $176,000,000 in 205 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.linkedin.com/company/powerhouse-assets-llc
By the Numbers
  • Total Assets Under Management
    176
    MILLION
  • Total Number of Accounts
    205
    ACCOUNTS
  • Average Account Value
    $858,537
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
The map below shows states where this firm has explicit registration only.

MA, NH, TX

Financial Advisors at Powerhouse Assets LLC
Showing 1 - 3 of 3 top financial advisors.
1
Iwona Cholewa, financial advisor Austin TX
Iwona Cholewa
CRD#: 4014938
Austin, TX

Iwona Cholewa (CRD# 4014938) is an Investment Advisor Representative working at Powerhouse Assets LLC in Austin, TX and has over 24 years of experience in the finance industry.

2
Alice Finn, financial advisor Lincoln MA
Alice N. Finn
CRD#: 4361136
Lincoln, MA

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.

3
Ralitza Gueorguieva, financial advisor Lincoln MA
Ralitza S. Gueorguieva
CRD#: 4826838
Lincoln, MA

Ralitza Gueorguieva (CRD# 4826838) is an Investment Advisor Representative working at Powerhouse Assets LLC in Lincoln, MA and has over 18 years 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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