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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

POWER ASSET MANAGEMENT LLC

CRD 128580

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:45687b56-135e-08c3-830e-b65368d1d22b

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Feb 10, 2012 to Mar 24, 2026
22 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: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $175MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $175M
Private client RAUM: $175MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $175Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 80
High net worth clients: 35
SEC number: 801-62399
CRD: 128580
Filings on the tape: 22
First filed: Feb 10, 2012
Latest filed: Mar 24, 2026
Organised: Limited Liability Company, DE
Website: powerassetmanagement.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL RICHARD POWER	n/a	LOS ANGELES, CA	0	35	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
POWER, MICHAEL, RICHARD	PRESIDENT & FOUNDER, CHIEF COMPLIANCE OFFICER	E	yes	09/2003	Feb 10, 2012	Aug 5, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
POWER FORWARD MANAGEMENT, LLC	n/a	State registered	$0	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$175M	$175M	1	1	0	n/a	n/a
2024	Mar 27, 2025	$189M	$189M	1	1	0	n/a	n/a
2023	Mar 26, 2024	$217M	$217M	1	1	0	n/a	n/a
2022	Mar 28, 2023	$250M	$250M	1	1	0	n/a	n/a
2021	Mar 31, 2022	$360M	$360M	1	1	0	n/a	n/a
2020	Mar 16, 2021	$355M	$355M	1	1	0	n/a	n/a
2019	Mar 25, 2020	$362M	$362M	1	1	0	n/a	n/a
2018	Mar 28, 2019	$360M	$360M	1	1	0	n/a	n/a
2017	Mar 20, 2018	$484M	$484M	1	1	0	n/a	n/a
2016	Feb 15, 2017	$287M	$287M	2	1	n/a	n/a	n/a
2015	Mar 2, 2016	$267M	$267M	2	1	n/a	n/a	n/a
2014	Mar 12, 2015	$246M	$246M	2	1	n/a	n/a	n/a
2013	Mar 18, 2014	$205M	$205M	1	1	n/a	n/a	n/a
2012	Feb 27, 2013	$235M	$235M	1	1	n/a	n/a	n/a
2011	Feb 10, 2012	$212M	$212M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	1	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$175M	$189M	-7.4%	$250M	-11.2%	1	1	0	0

Relationships

Registered with (1)

← MICHAEL RICHARD POWERAdvisorregistration: previous registration
Jul 21, 2009 to Dec 31, 2009factForm ADV

Affiliated with (1)

→ POWER FORWARD MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (1)

← POWER, MICHAEL, RICHARDOwnerPRESIDENT & FOUNDER, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 10, 2012 to Aug 5, 2024factForm ADV

Dated events

Occurred
Mar 28, 2023
Regulatory AUM changed
Power Asset Management Llc reported RAUM $250.0M, down 31% from $360.0M (2022-03-31 to 2023-03-28)
Form ADVobserved 5 days ago
$-110M
Occurred
Mar 28, 2019
Regulatory AUM changed
Power Asset Management Llc reported RAUM $360.0M, down 26% from $484.0M (2018-03-20 to 2019-03-28)
Form ADVobserved 5 days ago
$-124M
Occurred
Mar 20, 2018
Regulatory AUM changed
Power Asset Management Llc reported RAUM $484.0M, up 69% from $287.0M (2017-02-15 to 2018-03-20)
Form ADVobserved 5 days ago
$197M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:45687b56-135e-08c3-830e-b65368d1d22b
First observed: Feb 10, 2012
Last observed: Mar 24, 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.

POWER ASSET MANAGEMENT LLC

CRD 128580

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:45687b56-135e-08c3-830e-b65368d1d22b

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:14 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL RICHARD POWER

n/a

LOS ANGELES, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

POWER, MICHAEL, RICHARD

PRESIDENT & FOUNDER, CHIEF COMPLIANCE OFFICER

yes

09/2003

Feb 10, 2012

Aug 5, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

POWER FORWARD MANAGEMENT, LLC

n/a

State registered

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$175M

n/a

2024

Mar 27, 2025

$189M

n/a

2023

Mar 26, 2024

$217M

n/a

2022

Mar 28, 2023

$250M

n/a

2021

Mar 31, 2022

$360M

n/a

2020

Mar 16, 2021

$355M

n/a

2019

Mar 25, 2020

$362M

n/a

2018

Mar 28, 2019

$360M

n/a

2017

Mar 20, 2018

$484M

n/a

2016

Feb 15, 2017

$287M

n/a

2015

Mar 2, 2016

$267M

n/a

2014

Mar 12, 2015

$246M

n/a

2013

Mar 18, 2014

$205M

n/a

2012

Feb 27, 2013

$235M

n/a

2011

Feb 10, 2012

$212M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$175M

$189M

-7.4%

$250M

-11.2%