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Power Financial Partners, LLC

Power Financial Partners, LLC. CRD 324253

Power Financial Partners, LLC logo

CRD: 324253

Power Financial Partners, LLC

Tampa, FL, 33609
8132122125
www.powerfinancialpartners.com
$329.1M Total AUM
$319.2M Disc. AUM
-- 3Y CAGR
4 Employees
250 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
01-24-2023
Office Locations
1

Office Locations

5401 W Kennedy Blvd. Ste. 1020 Tampa FL

About Power Financial Partners, LLC

Power Financial Partners, LLC is an SEC-registered RIA in Tampa providing comprehensive wealth planning for individuals and institutions, combining insurance services with internationally recognized investment products. Led by Roger Sverre Machlin (CFP®, CPWA®), the firm is known for retirement plan/DC advisory work—recognized by the Financial Times and NAPA—and supports clients via an Envestnet client portal with Schwab account access.

Team overview

35 AVG AGE
$109.7M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
2.6 yrs AVG TENURE
4 Employees
3 Advisory Reps
4 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Frontier Timber

Client Personas

Oak

Custodian

Harbor Crest pioneer

Investment Themes

Vector unison Harbor

Investment Vehicles

Oak

Platform

Optima summit Foundation peak

Services

Fusion horizon Peak Prime Frontier beacon Catalyst Delta Atlas frontier Ember

Owner & Executives

R

ROGER SVERRE MACHLIN

Chief Compliance Officer, Wealth Management Advisor

CRD
#4662015
Ownership
75% or more
(629) 648-1409
north.vertex@ridgecapital.com
in linkedin.com/in/harbor-foundation

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Contacts

Daniel Hernandez

Daniel Hernandez

--

CRD
#6699988
(715) 552-7501
meridian.fusion@optimacapital.com
in linkedin.com/in/pathway-horizon
D

DEBBIE LYNN TANNER

Owner, President

CRD
#2995355
(568) 251-2557
quantum.pioneer@fusioncapital.com
in linkedin.com/in/foundation-glacier
H

Horizon catalyst

Eagle vector

CRD
#98605
(500) 910-5997
zenith.element@glaciercapital.com
in linkedin.com/in/foundation-harbor

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-13-2023
03-20-2024
03-10-2025
02-12-2026
Category Assets AVG. Account size
Discretionary $319,155,524 $740,500
Non-Discretionary $9,986,488 $475,547
Total $329,142,012 $728,190

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Separately Managed Accounts

Total SMA Asset: $329,142,012

$329.1M Total SMA
Public Funds:
37.7%
Equity - Exchange:
25.7%
Cash:
36.6%
Asset class Assets Assets %
Public Funds $3,103,966,788 37.7%
Equity - Exchange $2,115,966,750 25.7%
Cash $3,013,400,118 36.6%
Total $8,233,333,656 100.0%

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