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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Foundation elementWave focus
- Established Date
- 06-24-2021
- Office Locations
- 3
Office Locations
About Power Wealth Management
Power Wealth Management is a retail RIA based in Alpharetta, GA with an additional presence in Virginia Beach. The firm provides financial planning and portfolio construction alongside tax, estate, legacy and insurance planning, and supports business succession needs. Portfolios emphasize asset allocation and risk management using public funds and ETFs, with access to alternatives such as private equity/credit and hedge funds. Custody includes Charles Schwab and Fidelity, and the team uses Orion and eMoney.
Team overview
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Custodian
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Owner & Executives
BRETT ANDREW POWER
Financial Advisor, PARTNER, President, Senior Wealth Advisor
- CRD
- #5439950
- Ownership
- Less than 5%
Ian Joseph Rivero
PARTNER, Senior Wealth Advisor, Wealth Advisor
- CRD
- #5690690
- Ownership
- Less than 5%
Vertex momentum
Catalyst alpha
- CRD
- #88137
- Ownership
- 25.8%
Showing 2 of 3 owners & executives
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NICHOLAS ANDREW COPPOLA
Partner
- CRD
- #4850142
Christine Allen Kopin
--
- CRD
- #7448084
Legacy legacy
Crest horizon
- CRD
- #66931
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $429,921,410 | $598,776 |
| Non-Discretionary | $0 | -- |
| Total | $429,921,410 | $598,776 |
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Separately Managed Accounts
Total SMA Asset: $429,921,410
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $799,123,062 | 9.2% |
| Equity - Exchange | $3,048,828,202 | 35.1% |
| Cash | $2,510,288,748 | 28.9% |
| Corporate - Investment Grade | $2,327,880,222 | 26.8% |
| Total | $8,686,120,234 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY VECTOR FOCUS | UNISON EMBER | 6FDWOFPRU | GORY | 4.85% | $61,743,315 |
| INSIGHT CATALYST | EAGLE NORTH | 5DX0GWB19 | PUFCR | 10.59% | $11,116,347 |
| PEAK TIMBER CATALYST | SUMMIT FRONTIER | ZJRUX5JT1 | DKDYU | 2.74% | $69,127,180 |
| EMBER WAVE VERTEX | FRONTIER DELTA | JX7GVC5ZJ | CMONM | 4.45% | $83,330,910 |
| OPTIMA TIMBER GLACIER | RIDGE HARBOR | LY9M428Z4 | TUQ | 6.35% | $74,219,189 |
| PRIME PATHWAY | FOUNDATION SUMMIT | Y9HNE6OKD | LFT | 12.07% | $62,590,641 |
| MATRIX CREST | BRIDGE PATHWAY | GU1C9ZGTU | ZGUX | 10.10% | $3,502,027 |
| DELTA VERTEX CATALYST | HARBOR BRIDGE | 1G1NEZ91O | HRM | 7.55% | $109,161,621 |