SourcingSourcing

POWER ASSET MANAGEMENT LLC

B64
CRD 128580·SEC 801-62399·LOS ANGELES, CA
AUM
$175.0M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$525K
@ 30% margin
Est. Deal Value
$4.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
POWER ASSET MANAGEMENT LLC
CRD
128580
SEC file #
801-62399
EIN
—
DBA names
—

Economics

AUM
$175.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$360.0M → $175.0M▼ -51%
Client mix
Individuals High Net Worth35

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
LOS ANGELES CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
powerassetmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
POWER, MICHAEL, RICHARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
POWER, MICHAEL, RICHARD
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
POWERASSETMANAGEMENT.COM
Rdap Domain Creation Date
2005-04-11T20:07:42Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
Wix.com Ltd.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Northern Trust2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-04-11T20:07:42Z
Rdap Domain Last Changed
2025-09-19T19:54:47Z
Rdap Nameservers
Ns6.wixdns.netNs7.wixdns.net
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2124029
Trust Company Affiliate
No

People (4)

4
POWER, MICHAEL, RICHARD
IAR · Direct Owner · 87.5%
2124029
MARY L HERSEY
IAR
2261218
FORMAN, SHERWOOD, CHARLES
IAR
6393632
WALSH, LAURA, ANNE
IAR
2792453