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POWERING YOUR RETIREMENT
POWERING YOUR RETIREMENT, LLC
CRD 314812
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
12657 ALCOSTA BOULEVARD, SUITE 415, SAN RAMON, CA, 94583, United States
Registration
— (—)
Source
State registered
Total AUM
$81.3M
Discretionary AUM
$81.3M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 138 | $32.6M |
| High net worth individuals | 24 | $48.8M |
All web addresses on file
Official SEC filing: View on IAPD