POWELL WEALTH

POWELL WEALTH of TAMPA, FL is an SEC-registered investment adviser (CRD 335830). Regulatory assets under management: $37.0M.

Registration

• CRD: 335830
• Type: Registered investment adviser
• Location: 603 E JACKSON ST, TAMPA, FL, 33602
• Phone: 813 245 2227
• Latest filing: 2026-01-15
• Regulatory AUM: $37.0M
• Discretionary AUM: $37.0M
• Clients: 1
• Accounts: 280

Business model

Compensation: % of AUM.

Clients served: 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 335830 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search