POWELL FINANCIAL, INC.
Legal name: POWELL WEALTH
CRD #144230 SEC #801-88185 CORNELIUS, NC (704) 439-0027
SEC Registered
Total AUM
$202.6M
Discretionary
$202.6M
Employees
4
Clients
26
Accounts
251
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $202.6M | $202.6M | $0 | 4 | 5 |
| Feb 2025 | $202.6M | $202.6M | $0 | 4 | 5 |
| Jan 2024 | $180.4M | $180.4M | $0 | 3 | 5 |
| Feb 2023 | $151.6M | $151.6M | $0 | 3 | 5 |
| Mar 2022 | $187.4M | $187.4M | $0 | 3 | 6 |
| Feb 2022 | $187.4M | $187.4M | $0 | 3 | 6 |
| Jan 2021 | $156M | $156M | $0 | 3 | 6 |
| Jun 2020 | $133.3M | $133.3M | $0 | 3 | 6 |
| Mar 2020 | $133.3M | $133.3M | $0 | 3 | 6 |
| Mar 2020 | $133.3M | $133.3M | $0 | 3 | 6 |
| Dec 2019 | $103.1M | $103.1M | $0 | 2 | 0 |
| Mar 2019 | $103.1M | $103.1M | $0 | 3 | 0 |
| Mar 2019 | $107.3M | $107.3M | $0 | 3 | 0 |
| Sep 2018 | $107.3M | $107.3M | $0 | 3 | 0 |
| Apr 2018 | $107.3M | $107.3M | $0 | 2 | 0 |
| Mar 2018 | $107.3M | $107.3M | $0 | 2 | 0 |
| Oct 2017 | $102.3M | $102.3M | $0 | 3 | 0 |
| Apr 2017 | $90.3M | $90.3M | $0 | 3 | 26 |
| Mar 2017 | $90.3M | $90.3M | $0 | 3 | 26 |
| Mar 2017 | $90.3M | $90.3M | $0 | 2 | 26 |
| Apr 2016 | $110.2M | $110.2M | $0 | 2 | 106 |
| Feb 2016 | $110.2M | $110.2M | $0 | 2 | 106 |
| Feb 2016 | $110.2M | $110.2M | $0 | 2 | 106 |
| Jun 2015 | $110.9M | $110.9M | $0 | 3 | 26 |
| Apr 2015 | $104.1M | $104.1M | $0 | 3 | 26 |
| Apr 2015 | $104.1M | $104.1M | $0 | 3 | 26 |
| Mar 2015 | $104.1M | $104.1M | $0 | 3 | 26 |
| Dec 2011 | $47.4M | $47.4M | $0 | 1 | 26 |
| Mar 2011 | $47.4M | $47.4M | $0 | 5 | -- |
| Mar 2011 | $37.7M | $37.7M | $0 | 5 | -- |
| Mar 2009 | $27.8M | $27.8M | $0 | 5 | -- |
| Jan 2008 | $33M | $33M | $0 | 5 | -- |
| Oct 2007 | $0 | $0 | $0 | 5 | -- |
| Sep 2007 | $0 | $0 | $0 | 5 | -- |
| Sep 2007 | $0 | $0 | $0 | 5 | -- |
DateJul 2025
Total AUM$202.6M
Discretionary$202.6M
Non-Disc.$0
Employees4
Clients5
DateFeb 2025
Total AUM$202.6M
Discretionary$202.6M
Non-Disc.$0
Employees4
Clients5
DateJan 2024
Total AUM$180.4M
Discretionary$180.4M
Non-Disc.$0
Employees3
Clients5
DateFeb 2023
Total AUM$151.6M
Discretionary$151.6M
Non-Disc.$0
Employees3
Clients5
DateMar 2022
Total AUM$187.4M
Discretionary$187.4M
Non-Disc.$0
Employees3
Clients6
DateFeb 2022
Total AUM$187.4M
Discretionary$187.4M
Non-Disc.$0
Employees3
Clients6
DateJan 2021
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees3
Clients6
DateJun 2020
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees3
Clients6
DateMar 2020
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees3
Clients6
DateMar 2020
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees3
Clients6
DateDec 2019
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$107.3M
Discretionary$107.3M
Non-Disc.$0
Employees3
Clients0
DateSep 2018
Total AUM$107.3M
Discretionary$107.3M
Non-Disc.$0
Employees3
Clients0
DateApr 2018
Total AUM$107.3M
Discretionary$107.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$107.3M
Discretionary$107.3M
Non-Disc.$0
Employees2
Clients0
DateOct 2017
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees3
Clients0
DateApr 2017
Total AUM$90.3M
Discretionary$90.3M
Non-Disc.$0
Employees3
Clients26
DateMar 2017
Total AUM$90.3M
Discretionary$90.3M
Non-Disc.$0
Employees3
Clients26
DateMar 2017
Total AUM$90.3M
Discretionary$90.3M
Non-Disc.$0
Employees2
Clients26
DateApr 2016
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees2
Clients106
DateFeb 2016
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees2
Clients106
DateFeb 2016
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees2
Clients106
DateJun 2015
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees3
Clients26
DateApr 2015
Total AUM$104.1M
Discretionary$104.1M
Non-Disc.$0
Employees3
Clients26
DateApr 2015
Total AUM$104.1M
Discretionary$104.1M
Non-Disc.$0
Employees3
Clients26
DateMar 2015
Total AUM$104.1M
Discretionary$104.1M
Non-Disc.$0
Employees3
Clients26
DateDec 2011
Total AUM$47.4M
Discretionary$47.4M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$47.4M
Discretionary$47.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$37.7M
Discretionary$37.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$27.8M
Discretionary$27.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$33M
Discretionary$33M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--