Powell Wealth
Powell Wealth (CRD# 144230) is a financial advisory firm headquartered in Cornelius, NC. They manage $180,352,212 in 265 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management180MILLION
-
Total Number of Accounts265ACCOUNTS
-
Average Account Value$680,574
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, SC
Financial Advisors at Powell Wealth
1
David Powell (CRD# 2510305) is an Investment Advisor Representative working at Powell Wealth in Cornelius, NC and has over 29 years of experience in the finance industry.
2
Charles Powell (CRD# 7515796) is an Investment Advisor Representative working at Powell Wealth in Cornelius, NC and has over 2 years of experience in the finance industry.
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