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Empowerment Financial Advisors LLC

Empowerment Financial Advisors LLC. CRD 314497

Empowerment Financial Advisors LLC logo

CRD: 314497

Empowerment Financial Advisors LLC

$9.3M Total AUM
$8.5M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท SEI
Clients
Retail
Platforms
Available
Established Date
04-28-2021
Office Locations
1

Office Locations

5215 N O'connor Blvd Floor 12, Office 12-119 Irving TX

About Empowerment Financial Advisors LLC

Empowerment Financial Advisors LLC is a Texas-based RIA serving philanthropic-minded corporate leaders, individuals and families, and institutions such as endowments, foundations, 401(k) and pension plans. The firm pairs fiduciary diligence and modern planning technology to deliver values-aligned financial planning, portfolio construction, and legacy/charitable giving strategies, with custody support via Schwab and SEI.

Team overview

38 AVG AGE
$9.3M AVG AUM / ADVISOR
$321.0K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

Insights

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Client Personas

Available

CRM

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Custodian

Available

Fund Managers

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

Michael Bankole Awosemusi

Michael Bankole Awosemusi

Chief Compliance Officer, Financial Advisor, General Partner, Managing Member

CRD
#6572504
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $8,538,712 --
Non-Discretionary $771,000 --
Total $9,309,712 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Private Funds:
Available
Cash:
Available
Equity - Exchange:
Available
Asset class Assets Assets %
Public Funds Available Available
Private Funds Available Available
Cash Available Available
Equity - Exchange Available Available
Total Available Available

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