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POWER FINANCIAL PARTNERS, LLC
CRD 324253 · SEC 801-127238
5401 W KENNEDY BLVD., STE. 1020, TAMPA, FL, 33609, United States
Phone
813-212-2125
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$329.1M
Discretionary AUM
$319.2M
Team
4 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 106 | $47.5M |
| High net worth individuals | 27 | $42.0M |
| Pension/profit sharing plans | 117 | $239.0M |
States served
TX, FL
All web addresses on file
Official SEC filing: View on IAPD