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EMPOWER PRIVATE WEALTH

CRD 331529 · SEC 801-130649

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575 LEXINGTON AVENUE, NEW YORK, NY, 10022, United States

Phone

941-340-0404

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$34.5M

Discretionary AUM

$0

Team

3 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Other (specify)

Filing date

2026-02-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
High net worth individuals12$2.4M
Insurance companies1$7.4M
Corporations/business entities4$1.2M

States served

NY, FL

All web addresses on file

Official SEC filing: View on IAPD