Falists
← Back to search

PODER WEALTH ADVISORS

PODER WEALTH ADVISORS LLC

CRD 332301

Visit website

4933 AUBURN AVE, STE 2, BETHESDA, MD, 20814, United States

Phone

6315796407

Fax

Registration

— (—)

Source

State registered

Total AUM

$12.3M

Discretionary AUM

$12.3M

Team

2 total employees; 2 advisory reps; 8 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees; Commissions

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals15$2.1M
High net worth individuals18$10.1M
Corporations/business entities1$0

All web addresses on file

Official SEC filing: View on IAPD