Power Asset Management LLC
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About the firm
Power Asset Management provides comprehensive support to athletes, entertainers, and high-net-worth families through business management, tax advisory, lifestyle concierge, and wealth services. The firm employs modern strategies and innovative tools, leveraging a network of law firms, technology providers, and accounting firms. Their approach is tailored to meet the unique needs and challenges of each client's life and business.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Business management, tax advisory (working alongside the client's current CPA and network tax experts), lifestyle concierge services, and wealth services tailored to high-net-worth individuals
Who they serve
Athletes, entertainers, and high-net-worth families and individuals
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 35 | $175M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Fixed Income Portfolios | 0.60% |
| Equity Portfolios | 1.00% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Power Asset Management LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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