PODER WEALTH ADVISORS

PODER WEALTH ADVISORS of BETHESDA, MD is an SEC-registered investment adviser (CRD 332301). Regulatory assets under management: $12.3M.

Registration

• CRD: 332301
• Type: Registered investment adviser
• Location: 4933 AUBURN AVE, BETHESDA, MD, 20814
• Phone: 6315796407
• Latest filing: 2026-07-14
• Regulatory AUM: $12.3M
• Discretionary AUM: $12.3M
• Clients: 2
• Accounts: 101

Business model

Compensation: % of AUM, Fixed, Commissions.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332301 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search