POWER FINANCIAL PARTNERS, LLC
CRD #324253 SEC #801-127238 TAMPA, FL 813-212-2125
SEC Registered
Total AUM
$271.6M
Discretionary
$214.2M
Employees
3
Clients
51
Accounts
256
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $271.6M | $214.2M | $57.4M | 3 | 0 |
| Mar 2024 | $224.5M | $212.8M | $11.8M | 3 | 0 |
| Sep 2023 | $213M | $204.7M | $8.4M | 3 | 0 |
| Jun 2023 | $172.9M | $135.7M | $37.2M | 3 | 0 |
| May 2023 | $172.9M | $135.7M | $37.2M | 3 | 0 |
| Feb 2023 | $0 | $0 | $0 | 3 | 0 |
| Dec 2022 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$271.6M
Discretionary$214.2M
Non-Disc.$57.4M
Employees3
Clients0
DateMar 2024
Total AUM$224.5M
Discretionary$212.8M
Non-Disc.$11.8M
Employees3
Clients0
DateSep 2023
Total AUM$213M
Discretionary$204.7M
Non-Disc.$8.4M
Employees3
Clients0
DateJun 2023
Total AUM$172.9M
Discretionary$135.7M
Non-Disc.$37.2M
Employees3
Clients0
DateMay 2023
Total AUM$172.9M
Discretionary$135.7M
Non-Disc.$37.2M
Employees3
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0