POWELL FINANCIAL, INC.
Doing business as POWELL WEALTH. SEC Form ADV profile.
Total regulatory AUM
$229,200,273
Discretionary
$229,200,273
Non-discretionary
$0
Firm details
- CRD number
- 144230
- SEC file number
- 801-88185
- Main office
- CORNELIUS, NC, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.