Powell Wealth
Powell Wealth is an SEC-registered ria in Cornelius, NC with $229.2M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Powell Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144230, SEC 801-88185, data through 2026-02-13.
- AUM (assets under management / regulatory AUM)
- $229.2M (2026-02-13)
- Firm type
- Ria
- Location
- Cornelius, NC
- Employees
- 3
- Clients
- 108
- CRD
- 144230
- Ownership
- BERNSTEIN, DANIEL, ADAM; POWELL, DAVID, LEMAL
How much AUM does Powell Wealth have?
Powell Wealth reported $229.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-13).
Who owns Powell Wealth?
Disclosed owners and executives of Powell Wealth include BERNSTEIN, DANIEL, ADAM, POWELL, DAVID, LEMAL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.