CRD: 128580
Power Asset Management LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Northern Trust
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-26-2003
- Office Locations
- 1
Office Locations
About Power Asset Management LLC
Power Asset Management is a Los Angeles-based RIA serving athletes, entertainers, and high-net-worth families. The firm pairs investment management with business management, coordinated tax advisory (working alongside clients' CPAs), and lifestyle concierge support. Its network of law, accounting, and technology partners supports a holistic, tech-enabled wealth strategy, with portfolios primarily focused on fixed income/municipal bonds.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL RICHARD POWER
Chief Compliance Officer, FOUNDER, FOUNDING PARTNER, President
- CRD
- #2124029
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $175,000,000 | $2,187,500 |
| Non-Discretionary | $0 | -- |
| Total | $175,000,000 | $2,187,500 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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