Power Wealth Management Llc
- Regulatory AUM
- $430M
- Discretionary
- $430M
- Clients
- 253
- Avg AUM / client
- $1.7M
- Accounts
- 718
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 122 | $61.0M | 14.2% |
| High net worth individuals | 131 | $369M | 85.8% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brett Andrew Power | President, Partner, Senior Wealth Advisor | CFP CFA | May 2021 (5y) | ≈ 37.5% – 75% via Powerful Ventures, Llc |
| Ian Joseph Rivero | Partner, Senior Wealth Advisor | CFP | Jan 2023 (4y) | ≈ 37.5% – 75% via Capital River Ventures Llc |
| Nicholas Andrew Coppola | Chief Compliance Officer, Chief Investment Officer | CFA | Jul 2024 (2y) | Less than 5% |
| Pamela M Tate | Registered representative | Feb 2024 (2y) | ||
| Matthew Brian Lambert | Registered representative | Apr 2024 (2y) | ||
| Christine Allen Kopin | Registered representative | May 2025 (1y) | ||
| Jordan Meurrier Pedron | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Powerful Ventures, Llc | Member | Jan 2023 | A | 50% – 75% |
| Capital River Ventures Llc | Member | Jan 2023 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Brett Andrew Power: 75% – 100% of Powerful Ventures, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Ian Joseph Rivero: 75% – 100% of Capital River Ventures Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $430M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗