Powell Wealth

Overview

Powell Wealth is an SEC registered investment adviser based in Cornelius, NC, registered since 2015. It reports $229M in assets under management across 272 accounts, with 3 employees. It has 2 investment adviser representatives.

Reported AUM

$229M

Discretionary

100%

Accounts

272

Average account

$843K

Employees

3

Advisory reps

2

Registered since

2015

Jurisdictions

1

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• David Lemal Powell President, Chief Compliance Officer CRD 2510305

Advisory reps 2 of 2

• Charles Guyler Powell Investment Adviser Rep CRD 7515796
• David L Powell Insurance Agent · Investment Adviser Rep CRD 2510305

Location

Headquarters

17818 Statesville Rd Ste 221
Cornelius, NC 28031

County

Mecklenburg

Metro area

Charlotte-Concord-Gastonia, NC-SC

Region

South

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: powellwealth.com

Every state, with registration dates

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