EMPOWERING FINANCIAL

EMPOWERING FINANCIAL of LAFAYETTE, CA is an SEC-registered investment adviser (CRD 289866). Regulatory assets under management: $1.3M.

Registration

• CRD: 289866
• Type: Registered investment adviser
• Location: 3515 MT. DIABLO BLVD, LAFAYETTE, CA, 94549
• Phone: (510) 962-9575
• Latest filing: 2026-06-10
• Regulatory AUM: $1.3M
• Discretionary AUM: $1.3M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289866 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search