Power Wealth Management LLC
Power Wealth Management LLC is a registered investment adviser headquartered in Alpharetta, Georgia. Founded in 2011, the firm offers investment advisory services primarily to individual investors, including both high-net-worth and mass affluent clients, with a focus on personalized financial planning and portfolio management. As of 2024, they employ approximately 6-8 professionals and report hundreds of client accounts. The firm's leadership and staff target long-term client relationships, aiming to deliver strategic wealth solutions and personalized attention.
Investment Strategy
Power Wealth Management LLC pursues a client-centric investment approach focused on discretionary management, diversified across public equities with significant allocations to large-cap technology and financial sector holdings. The firm’s strategy is grounded in fundamental analysis, risk management, and tailored asset allocation aligned with each client’s objectives and risk tolerance. Their philosophy emphasizes building wealth through long-term investment in quality companies while periodically rebalancing portfolios to adapt to market conditions and client changes.
Top Holdings
Equity Positions (90)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FBND | FIDELITY MERRIMACK STR TR | 14.60% | $38.0M | 830,048 | $45.64 | $45.75 | +$668.0K |
V VMBS | VANGUARD SCOTTSDALE FDS | 11.02% | $28.7M | 618,635 | $45.83 | $46.34 | +$419.6K |
V VCIT | VANGUARD SCOTTSDALE FDS | 8.69% | $22.6M | 272,564 | $80.86 | $82.92 | +$752.2K |
S SPYV | SPDR SERIES TRUST | 4.77% | $12.4M | 237,237 | $49.06 | $52.34 | +$940.8K |
S SCHF | SCHWAB STRATEGIC TR | 4.69% | $12.2M | 551,620 | $19.28 | $22.10 | +$1.6M |