DFX Intelligence

E•• A••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

E•• A••••••••

EMPOWERED FUNDS, LLC, CRD 171412

NEWTOWN SQUARE, PA

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Search this name across graphsid dfx:ria:3b971946-9ac0-ad80-71ad-a7ea23738a28

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 17
On other graphs: 0
Observed: May 22, 2014 to Mar 18, 2026
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.03 fund_share=0.97 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $30B••• Locked
Discretionary RAUM: $29B
Private client RAUM: $852Mderived••• Locked
Private client share: 3%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $5.0Bderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
W•••••• J••••• A•••••• R••••••	Chartered Financial Analyst	NEWTOWN SQUARE, PA	2	11	2	no
J•••••• D••• L••••••	n/a	NEWTOWN SQUARE, PA	2	10

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••• A••••••••	OWNER (100%)	E	yes	01/2017	May 22, 2014	Apr 1, 2024
C•••••• P••••••• R••••••	CHIEF EXECUTIVE OFFICER	Na	yes	08/2015	Sep 8, 2015	Apr 1, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
A•••• A••••••••• L••	n/a	Asset manager	$14B	Y	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$30B	$16B	85.3%	$2.2B	139.2%	44	28	0	0

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
A•••• A••••••••	4	Nov 21, 2023	Nov 19, 2023	NEWTOWN SQUARE, PA	Channel change	Other	44.4%

Relationships

Affiliated with (2)

← A•••• A••••••••Registered adviserother investment adviser, control, common control
factForm ADV
→ A•••• A••••••••Registered adviserother investment adviser, bank, control, common control
factForm ADV

Registered with (8)

← J••• R••••• V••••Advisorregistration: current employment
Dec 9, 2024 to presentfactForm ADV
← P•••••• R•••••• C•••••

Dated events

Occurred
Mar 18, 2026
Regulatory AUM changed
E•• A•••••••• reported RAUM $29.7B, up 85% from $16.0B (2025-08-08 to 2026-03-18)
Form ADVobserved 7 days ago
$13.7B
Occurred
Oct 15, 2025
Advisor departed, no destination yet
R••• Michael Bailey no longer registered at E•• A••••••••; no later IA registration on IAPD
Form ADVobserved 7 days ago
Occurred
Oct 15, 2025
Advisor departed, no destination yet
Lawrence Howard Lempert no longer registered at E•• A••••••••; no later IA registration on IAPD
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3b971946-9ac0-ad80-71ad-a7ea23738a28
First observed: May 22, 2014
Last observed: Mar 18, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.