CRD: 338952
Powerhouse Financial Advisors, Inc.
$108.2M Total AUM
$108.2M Disc. AUM
-- 3Y CAGR
1 Employees
226 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-05-2026
- Office Locations
- 1
Office Locations
1674 U.s. Highway 395 North Suite 208 Minden NV
About Powerhouse Financial Advisors, Inc.
Powerhouse Financial Advisors, Inc. is a Minden-based RIA. The firm has been operating for 0 years. Managing $108.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and SEI.
Team overview
35 AVG AGE
$108.2M AVG AUM / ADVISOR
$478.9K AVG AUM / CLIENT
0.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
STEVEN JAMES SMIT
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #5849990
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,231,666 | -- |
| Non-Discretionary | $0 | -- |
| Total | $108,231,666 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing