This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- MatrixRadial horizon +more
- Established Date
- 08-22-2024
- Office Locations
- 1
Office Locations
About Poder Wealth Advisors
Poder Wealth Advisors is a values-aligned RIA serving impact-driven investors—often high-earning women navigating major transitions like divorce, inheritance, or a business exit—with integrated wealth management, planning, and protection (investment strategy plus estate/legacy and risk management). Founded by CFP® Anna N’jie Konte, a first-generation American advisor and host of The Financial Powerhouse podcast; portfolios are implemented via Altruist/Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANNA CLARETTE N'JIE-KONTE
Chief Compliance Officer, Owner
- CRD
- #5942943
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Audrey Brooke Jones
--
- CRD
- #7644367
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,272,286 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,272,286 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $12,272,286
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $684,679,392 | 14.3% |
| Equity - Exchange | $2,097,129,885 | 43.8% |
| Cash | $2,006,158,498 | 41.9% |
| Total | $4,787,967,775 | 100.0% |