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- Custodian
- Jackson National Life
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-29-2025
- Office Locations
- 1
Office Locations
About Powell Wealth
Powell Wealth is a Tampa, FL-based investment adviser serving entrepreneurs and business owners, providing financial planning and portfolio construction with insurance and life-insurance integration. Portfolios are primarily ETF-based (with some mutual fund use) and driven by asset-allocation design. Custody/partnering includes Jackson National Life; firm established in 2025.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 100 clients, or 100 clients per representative. That equates to $370.0K in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on January 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
CEDRIC PERCELL POWELL
Manager
- CRD
- #3249130
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Powell Wealth has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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