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POWELL WEALTH
FULL CIRCLE M&C
CRD 335830
603 E JACKSON ST, TAMPA, FL, 33602, United States
Phone
813 245 2227
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$37.0M
Discretionary AUM
$37.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-15
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $20.0M |
| High net worth individuals | 25 | $17.0M |
All web addresses on file
Official SEC filing: View on IAPD