Brett A. Power

POWER WEALTH MANAGEMENT

ALPHARETTA, GA 30009

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CRD#: 5439950

Professional summary

Brett Andrew Power, CFA, CFP®, who also goes by Brett A Power, Brett Power, is a registered financial advisor currently at POWER WEALTH MANAGEMENT located in Alpharetta, Georgia.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Brett has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brett A Power | Brett Power

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.

Mr. Power is 100% owner/Member of Powerful Ventures, LLC (est. 2023), which is located at 2400 Lakeview Parkway, Suite 675, Alpharetta, GA. Powerful Ventures, LLC is 50% owner of Power Protection Strategies, LLC (est. 2022), which is a licensed insurance agency located at 2400 Lakeview Parkway, Suite 675, Alpharetta, GA. He is also separately licensed as an independent insurance agent and earns commissions and other compensation when recommending insurance products. Mr. Power spends as much as 10% of his time on these non-advisory activities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Andrew Power'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®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Experience

Current

June 24, 2021 - Present

POWER WEALTH MANAGEMENT

Office #1: 2400 Lakeview Pkwy Suite 675, Alpharetta, GA 30009

RIA

CRD#: 315101

ALPHARETTA, GA

Past

July 30, 2020 - August 26, 2021

THE MONEY ADVISOR GROUP, LLC

RIA

CRD#: 226578

Roswell, GA

Past

May 31, 2018 - July 7, 2020

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Roswell, GA

Past

May 14, 2018 - July 7, 2020

Registered Investment Advisory firm - (5/30/2023 Terminated)

Texas

Registered Investment Advisory firm - (3/29/2024 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

Georgia
(6/24/2021)

IAR

Texas
(12/8/2022)

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: 2/6/2008

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: 1/15/2008

General Securities Representative Examination

Current Firm

POWER WEALTH MANAGEMENT

POWER WEALTH MANAGEMENT | POWER WEALTH MANAGEMENT LLC

CRD#: 315101 / SEC#: 801-127940

RIA

Registered Investment Advisory firm - (5/8/2023 Approved)

Georgia

Registered Investment Advisory firm - (5/30/2023 Terminated)

Texas

Registered Investment Advisory firm - (3/29/2024 Terminated)

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Contact information

Main Address

2400 Lakeview Pkwy Suite 675, Alpharetta, GA 30009

Mailing Address

Phone number

(404) 889-8919

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

POWER WEALTH MANAGEMENT - FIRM BROCHURE - PART 2A (3/10/2025)

Regulatory assets under management

Total Number of Accounts	635
AUM (Assets Under Management)	$ 381,356,108

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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Advisor Monitoring

Firm Stability Insights

Brett A. Power

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Andrew Power's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE MONEY ADVISOR GROUP, LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

TRUIST INVESTMENT SERVICES, INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

POWER WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 2/6/2008

SIE

Date: 10/1/2018

Series 7

Date: 1/15/2008

Current Firm

POWER WEALTH MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

POWER WEALTH MANAGEMENT

TRUST BUT VERIFY

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