Iwona Cholewa

POWERHOUSE ASSETS LLC

Lincoln, MA

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CRD#: 4014938

Professional summary

Iwona Cholewa, who also goes by Iwona Cholewa Bock, IVana Cholewa, Iwona Cholewa Hill, Iwona Hill, is a registered financial advisor currently at POWERHOUSE ASSETS LLC located in Lincoln, Massachusetts.

Iwona is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Iwona has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Iwona Cholewa Bock | Ivana Cholewa | Iwona Cholewa Hill | Iwona Hill

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Adventure Travel

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Iwona Cholewa's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 4, 2020 - Present

POWERHOUSE ASSETS LLC

RIA

CRD#: 157538

Lincoln, MA

Past

May 2, 2019 - March 1, 2022

HEMINGTON WEALTH MANAGEMENT

RIA

CRD#: 169024

Austin, TX

Past

July 9, 2007 - April 29, 2019

DIMENSIONAL FUND ADVISORS LP

RIA

CRD#: 106482

AUSTIN, TX

Past

June 22, 2006 - April 29, 2019

DFA SECURITIES LLC

CRD#: 10292

AUSTIN, TX

Past

July 19, 2005 - May 2, 2006

COREBRIDGE CAPITAL SERVICES, INC.

CRD#: 13158

JERSEY CITY, NJ

Past

January 19, 2005 - June 22, 2005

MUTUAL SECURITIES, INC.

CRD#: 13092

CAMARILLO, CA

Past

November 8, 2001 - December 31, 2004

SANTA BARBARA SECURITIES, INC.

CRD#: 8499

SANTA BARBARA, CA

Past

October 1, 1999 - December 21, 2000

PLANMEMBER SECURITIES CORPORATION

CRD#: 11869

CARPINTERIA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

POWERHOUSE ASSETS LLC

CRD#: 157538 / SEC#: 801-119017

RIA

Registered Investment Advisory firm - (7/20/2020 Approved)

Massachusetts

Registered Investment Advisory firm - (8/5/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(3/4/2020)

IAR

Texas
(8/19/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/18/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/30/1999

General Securities Representative Examination

Current Firm

POWERHOUSE ASSETS LLC

CRD#: 157538 / SEC#: 801-119017

RIA

Registered Investment Advisory firm - (7/20/2020 Approved)

Massachusetts

Registered Investment Advisory firm - (8/5/2020 Terminated)

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Contact information

Main Address

Lincoln, MA

Mailing Address

Phone number

(781) 856-4721

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

POWERHOUSE ASSETS LLC PART 2 BROCHURE (2/26/2025)

Regulatory assets under management

Total Number of Accounts	219
AUM (Assets Under Management)	$ 207,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Iwona Cholewa

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Iwona Cholewa's CRS (Customer Relationship Summary).

Certified licenses

Experience

HEMINGTON WEALTH MANAGEMENT

DIMENSIONAL FUND ADVISORS LP

DFA SECURITIES LLC

COREBRIDGE CAPITAL SERVICES, INC.

MUTUAL SECURITIES, INC.

SANTA BARBARA SECURITIES, INC.

PLANMEMBER SECURITIES CORPORATION

Primary Firm SEC Registration

POWERHOUSE ASSETS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/18/1999

SIE

Date: 10/1/2018

Series 7

Date: 9/30/1999

Current Firm

POWERHOUSE ASSETS LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

POWERHOUSE ASSETS LLC

TRUST BUT VERIFY

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