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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-28-2011
- Office Locations
- 1
Office Locations
About Powerhouse Assets LLC
PowerHouse Assets is a mission-driven investment management firm focused on making smart investing accessible to women and their families. It provides investment management and financial planning, with portfolio construction and asset-allocation approaches using mutual funds and ETFs (including socially responsible options). Serves both retail and institutional channels and primarily custodies assets with Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ALICE NANCY FINN
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #4361136
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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IWONA CHOLEWA
--
- CRD
- #4014938
RALITZA S GUEORGUIEVA
--
- CRD
- #4826838
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $198,300,000 | $944,286 |
| Non-Discretionary | $16,500,000 | $5,500,000 |
| Total | $214,800,000 | $1,008,451 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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