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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

POWER WEALTH MANAGEMENT

POWER WEALTH MANAGEMENT LLC, CRD 315101

ALPHARETTA, GA

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:ba463501-ea12-0b2b-56b6-47463086719d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 6
On other graphs: 0
Observed: Apr 6, 2023 to Sep 14, 2026
16 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: $430MItem 5.F on the latest filing (2026-09-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $430M
Private client RAUM: $430MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $61.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 6
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 718
Individual clients: 122
High net worth clients: 131
Custody, client assets: $108M
SEC number: 801-127940
CIK: 2001039
CRD: 315101
Filings on the tape: 16
First filed: Apr 6, 2023
Latest filed: Sep 14, 2026
Organised: Limited Liability Company, GA

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
BRETT ANDREW POWER	Certified Financial Planner\|Chartered Financial Analyst	ALPHARETTA, GA	5	18	6	no
Ian Joseph Rivero	Certified Financial Planner	Virginia Beach, VA \| ALPHARETTA, GA	3	15	3	no
Pamela M Tate	n/a	ALPHARETTA, GA	2	11	n/a	no
MATTHEW BRIAN LAMBERT	n/a	ALPHARETTA, GA	2	19	5	no
Christine Allen Kopin	n/a	ALPHARETTA, GA	1	10	2	no
JORDAN MEURRIER PEDRON	n/a	ALPHARETTA, GA \| TYLER, TX	0	14	7	no
DESMOND EUGENE BLUE	Certified Financial Planner\|Chartered Financial Analyst	ALPHARETTA, GA	0	11	3	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
CAPITAL RIVER VENTURES LLC	Member	D	yes	01/2023	Jul 26, 2024	Nov 12, 2024
COPPOLA, NICHOLAS, ANDREW	CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER	Na	yes	07/2024	Jul 26, 2024	Nov 12, 2024
POWER, BRETT, ANDREW	PRESIDENT, PARTNER, SENIOR WEALTH ADVISOR	Na	yes	05/2021	Apr 6, 2023	Nov 12, 2024
POWER, BRETT, ANDREW	Member	E	yes	01/2023	Apr 6, 2023	Nov 12, 2024
POWERFUL VENTURES, LLC	Member	D	yes	01/2023	Jul 26, 2024	Nov 12, 2024
Rivero, Ian, Joseph	Member	E	yes	01/2023	Apr 6, 2023	Nov 12, 2024
Rivero, Ian, Joseph	PARTNER, SENIOR WEALTH ADVISOR	Na	yes	03/2023	Apr 6, 2023	Nov 12, 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 PROTECTION STRATEGIES	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

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; showing 3 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 19, 2026	$430M	$430M	10	5	1	n/a	n/a
2024	Mar 10, 2025	$381M	$381M	8	5	1	n/a	n/a
2023	Mar 29, 2024	$294M	$261M	6	3	1	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
2	1	1	14.3%	1	1	0	4	1

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	$430M	$381M	12.7%	n/a	n/a	10	8	2	1

Relationships

Registered with (8)

← DESMOND EUGENE BLUEAdvisorregistration: current employment
Aug 31, 2026 to presentfactForm ADV
← JORDAN MEURRIER PEDRONAdvisorregistration: current employment
Jun 8, 2026 to presentfactForm ADV
← Christine Allen KopinAdvisorregistration: current employment
May 1, 2025 to presentfactForm ADV
← MATTHEW BRIAN LAMBERTAdvisorregistration: current employment
Apr 11, 2024 to presentfactForm ADV
← Pamela M TateAdvisorregistration: current employment
Feb 2, 2024 to presentfactForm ADV
← Ian Joseph RiveroAdvisorregistration: current employment
Mar 23, 2023 to presentfactForm ADV
← BRETT ANDREW POWERAdvisorregistration: current employment
Jun 24, 2021 to presentfactForm ADV
← NICHOLAS ANDREW COPPOLAAdvisorregistration: previous registration
Jun 8, 2023 to Jul 2, 2026factForm ADV

Controls (5)

← COPPOLA, NICHOLAS, ANDREWOwnerCHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, ownership code NA, individual
Jul 26, 2024 to Nov 12, 2024factForm ADV
← POWER, BRETT, ANDREWOwnerMEMBER, ownership code E, individual
Apr 6, 2023 to Nov 12, 2024factForm ADV
← Rivero, Ian, JosephOwnerMEMBER, ownership code E, individual
Apr 6, 2023 to Nov 12, 2024factForm ADV
← CAPITAL RIVER VENTURES LLCOwnerMEMBER, ownership code D, domestic entity
Jul 26, 2024 to Nov 12, 2024factForm ADV
← POWERFUL VENTURES, LLCOwnerMEMBER, ownership code D, domestic entity
Jul 26, 2024 to Nov 12, 2024factForm ADV

Dated events

Occurred
Jul 2, 2026
Advisor changed firm
Nicholas Andrew Coppola left Power Wealth Management for Rockefeller Capital Management (registered 2026-07-14)
Form ADVobserved 4 days ago
Occurred
Jul 26, 2024
Control person joined
Andrew Nicholas Coppola (Chief Compliance Officer, Chief Investment Officer) appeared on Schedule A of Power Wealth Management
Form ADVobserved 4 days ago
Occurred
Mar 29, 2024
Regulatory AUM changed
Power Wealth Management reported RAUM $293.8M, up 130% from $127.8M (2023-11-29 to 2024-03-29)
Form ADVobserved 4 days ago
$166M
Occurred
Nov 29, 2023
Control person joined
Michael Matthew Giggey (Chief Compliance Officer) appeared on Schedule A of Power Wealth Management
Form ADVobserved 4 days ago
Occurred
Nov 29, 2023
Control person left
Perdue Alisha Dowell (Chief Compliance Officer) no longer on Schedule A of Power Wealth Management (listed 2023-04-06, absent 2023-11-29)
Form ADVobserved 4 days ago
Occurred
Apr 6, 2023
First Form ADV filing
Power Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ba463501-ea12-0b2b-56b6-47463086719d
First observed: Apr 6, 2023
Last observed: Sep 14, 2026 5 days 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 WEALTH MANAGEMENT

POWER WEALTH MANAGEMENT LLC, CRD 315101

ALPHARETTA, GA

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:ba463501-ea12-0b2b-56b6-47463086719d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:57 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRETT ANDREW POWER

Certified Financial Planner|Chartered Financial Analyst

ALPHARETTA, GA

Ian Joseph Rivero

Certified Financial Planner

Virginia Beach, VA | ALPHARETTA, GA

Pamela M Tate

n/a

ALPHARETTA, GA

n/a

MATTHEW BRIAN LAMBERT

n/a

ALPHARETTA, GA

Christine Allen Kopin

n/a

ALPHARETTA, GA

JORDAN MEURRIER PEDRON

n/a

ALPHARETTA, GA | TYLER, TX

DESMOND EUGENE BLUE

Certified Financial Planner|Chartered Financial Analyst

ALPHARETTA, GA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CAPITAL RIVER VENTURES LLC

Member

yes

01/2023

Jul 26, 2024

Nov 12, 2024

COPPOLA, NICHOLAS, ANDREW

CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER

yes

07/2024

Jul 26, 2024

Nov 12, 2024

POWER, BRETT, ANDREW

PRESIDENT, PARTNER, SENIOR WEALTH ADVISOR

yes

05/2021

Apr 6, 2023

Nov 12, 2024

POWER, BRETT, ANDREW

Member

yes

01/2023

Apr 6, 2023

Nov 12, 2024

POWERFUL VENTURES, LLC

Member

yes

01/2023

Jul 26, 2024

Nov 12, 2024

Rivero, Ian, Joseph

Member

yes

01/2023

Apr 6, 2023

Nov 12, 2024

Rivero, Ian, Joseph

PARTNER, SENIOR WEALTH ADVISOR

yes

03/2023

Apr 6, 2023

Nov 12, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

POWER PROTECTION STRATEGIES

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$430M

n/a

2024

Mar 10, 2025

$381M

n/a

2023

Mar 29, 2024

$294M

$261M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

14.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$430M

$381M

12.7%

n/a