P
$37.0M Total AUM
$37.0M Disc. AUM
-- 3Y CAGR
1 Employees
100 ADV. Clients
1 yrs Firm Age
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- Custodian
- Jackson National Life
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-29-2025
- Office Locations
- 1
Office Locations
603 E Jackson ST Tampa FL
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.
Team overview
-- AVG AGE
$37.0M AVG AUM / ADVISOR
$370.0K AVG AUM / CLIENT
1.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
CEDRIC PERCELL POWELL
Manager
- CRD
- #3249130
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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