SourcingSourcing

POWER WEALTH MANAGEMENT LLC

C44
CRD 315101·SEC 801-127940·ALPHARETTA, GA
AUM
$429.9M
$100M-$500M
Est. Revenue
$4.3M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
POWER WEALTH MANAGEMENT LLC
CRD
315101
SEC file #
801-127940
EIN
830539841
DBA names
Power Wealth Management

Economics

AUM
$429.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$381.4M → $429.9M▲ +13%
Client mix
Individuals High Net Worth131
Individuals Other122

Operations

Employees (total)
10
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
5 advisors → 5 advisors▬ 0%
Primary office
ALPHARETTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
linkedin.com/company/power-wealth-management-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CAPITAL RIVER VENTURES LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
CAPITAL RIVER VENTURES LLC
POWERFUL VENTURES, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
fallback_guess:power.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002001039
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2024-02-06
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001398344-26-009136

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
2400 LAKEVIEW PARKWAYSUITE 675ALPHARETTA, GA 30009
Business
2400 LAKEVIEW PARKWAYSUITE 675ALPHARETTA, GA 30009
Edgar EIN
830539841
Edgar Recent Filings
13F-HR2026-05-14 · 0001398344-26-009136
13F-HR2026-02-17 · 0001398344-26-003201
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (7)

7
POWER, BRETT, ANDREW
IAR · Executive Officer · 2.5%
5439950
Rivero, Ian, Joseph
IAR · Executive Officer · 2.5%
5690690
Williams, Michael, W
Executive Officer · 2.5%
7328270
MATTHEW BRIAN LAMBERT
IAR
5125462
Pamela M Tate
IAR
7504099
Christine Allen Kopin
IAR
7448084
NICHOLAS ANDREW COPPOLA
IAR
4850142