Power Financial Partners, LLC
Power Financial Partners, LLC is an SEC-registered ria in Tampa, FL with $329.1M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Power Financial Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 324253, SEC 801-127238, data through 2026-02-12.
- AUM (assets under management / regulatory AUM)
- $329.1M (2026-02-12)
- Firm type
- Ria
- Location
- Tampa, FL
- Employees
- 4
- Clients
- 250
- CRD
- 324253
- Ownership
- MACHLIN, ROGER, SVERRE; BERNSTEIN, DANIEL, ADAM; CNSL MANAGEMENTENTERPRISES,LLC
How much AUM does Power Financial Partners, LLC have?
Power Financial Partners, LLC reported $329.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-12).
Who owns Power Financial Partners, LLC?
Disclosed owners and executives of Power Financial Partners, LLC include MACHLIN, ROGER, SVERRE, BERNSTEIN, DANIEL, ADAM, CNSL MANAGEMENTENTERPRISES,LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.