$11.5M Total AUM
$11.5M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- RadialVertex +more
- Established Date
- 07-19-2021
- Office Locations
- 1
Office Locations
-- Drexel Hill PA
About Mpower Wealth Management, LLC
MPOWER Wealth Management is a Pennsylvania-based independent RIA providing goal-based financial planning and investment planning for retail households. The process starts with an Asset-Map inventory of accounts, insurance, and beneficiaries to surface gaps and organize next steps. Portfolios are implemented primarily with ETFs, custodied at Charles Schwab.
Team overview
56 AVG AGE
$11.5M AVG AUM / ADVISOR
$603.1K AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Vertex vector Fusion prime Insight legacy Pioneer vertex Matrix
Client Personas
North
Custodian
Value oak
Investment Themes
Ridge Signal
Investment Vehicles
Glacier Zenith
Services
Foundation focus Meridian Vertex value Atlas Unison quantum Timber Legacy alpha Foundation
Technology
Vital eagle Crest Focus quantum
Owner & Executives
MATTHEW A RAMOS
Financial Advisor, FOUNDER
- CRD
- #2078561
- Ownership
- 75% or more
(299) 587-5966
capital.quantum@matrixcapital.com
in linkedin.com/in/quantum-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,458,593 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,458,593 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,458,593
Equity - Exchange:
47.0% Public Funds:
53.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,602,240,490 | 47.0% |
| Public Funds | $1,806,781,830 | 53.0% |
| Total | $3,409,022,320 | 100.0% |