Unclaimed Profile

Brett Andrew Power

POWER WEALTH MANAGEMENT LLC·ALPHARETTA, Georgia

SIE, Series 7, Series 66CFP CFAClean record18 years registeredPOWER WEALTH MANAGEMENT LLC

2400 LAKEVIEW PKWY, ALPHARETTA, GA 30009CRD# 5439950Firm CRD# 315101

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brett Andrew Power · ALPHARETTA, GA

Registration

CRD #5439950 · POWER WEALTH MANAGEMENT LLC · 18 years registered

Brand Profile

Not yet started

Career History

POWER WEALTH MANAGEMENT

Jun 2021 – present

THE MONEY ADVISOR GROUP, LLC

Jul 2020 – Aug 2021

Roswell, GA

KESTRA ADVISORY SERVICES, LLC

May 2018 – Jul 2020

Roswell, GA

STRATEGIC ADVISERS LLC

Oct 2010 – May 2018

ALPHARETTA, GA

AMERIVEST INVESTMENT MANAGEMENT, LLC

Apr 2009 – Aug 2010

ROSEWALL, GA

TD AMERITRADE, INC.

Apr 2009 – Aug 2010

ALPHARETTA, GA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Feb 2008 – Dec 2008

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 7, 2008

Years registered · 18

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

POWER WEALTH MANAGEMENT LLC

CRD 315101 · SEC 801-127940

AUM

$294M

Regulatory assets under management

Employees

476 client accounts

Services offered by POWER WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at POWER WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Brett Andrew Power offer?

Brett Andrew Power specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ALPHARETTA, Georgia for a consultation.

What are Brett Andrew Power's credentials?

Brett Andrew Power holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brett Andrew Power located?

Brett Andrew Power is based in ALPHARETTA, Georgia, working with POWER WEALTH MANAGEMENT LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.

How does Brett Andrew Power charge for services?

Brett Andrew Power's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is POWER WEALTH MANAGEMENT LLC?

POWER WEALTH MANAGEMENT LLC has approximately 6 employees and manages $294M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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