Powerhouse Financial Advisors, INC.: new SEC registration, $108M AUM, Minden, NV
Powerhouse Financial Advisors, INC. (Minden, Nevada): new SEC registration, $108M AUM, Minden, NV. Its amount of 108 is below the median of 134 (20th percentile). Dated 76 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 108 · 20th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 6 related NV NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Powerhouse Financial Advisors, INC. |
| Legal name | Powerhouse Financial Advisors, INC. |
| CRD | 338952 |
| Status | Approved |
| Registered with the SEC | 2026-08-21 |
| Latest Form ADV filing | 2026-09-10 |
| Location | Minden, NV, United States |
| Regulatory AUM | $108,231,666 |
| Accounts | 621 |
| Employees | 1 |
| Website | https://www.facebook.com/PowerhouseFinancialAdvisors |
| amount percentile | 20th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (7 NV records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-08-21
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NV first): Dx Advisors LLC · Sahara Investment Group · Holm & Cawley Financial Group LLC · Sierra Management Group · Rjj Pasadena Securities, INC. · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Powerhouse Financial Advisors, INC. and 7 Nevada peers
- Nevada NewRiaPulse records like this one: 7
- Powerhouse Financial Advisors, INC.'s amount: 20th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Nevada peer: $1,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $108M under management.
- Website on file.
What is the NewRiaPulse record for Powerhouse Financial Advisors, INC. in Minden, Nevada?
Powerhouse Financial Advisors, INC. received SEC registration as an investment adviser (2026-08-21) with $108,231,666 in regulatory assets under management, based in Minden, NV.
How does Powerhouse Financial Advisors, INC. compare to other Nevada NewRiaPulse records?
Its amount of 108 is below the median (20th percentile); smaller records often move faster and face less competition. It is 76 days old; check the official source for later updates before acting.
Powerhouse Financial Advisors, INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Powerhouse Financial Advisors, INC. | Minden, NV | 108 | 20th | 2026-08-21 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.