RIA Intel›Advisers›Pennsylvania›EMPOWERED FUNDS, LLC

EMPOWERED FUNDS, LLC

Institutional

N·NEWTOWN SQUARE, PA

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM

$29.7B

1-Year AUM Growth

+321.6%

3-Year CAGR

+101.7%

Employees

6

Assets Under Management

Total AUM$29.7B

Discretionary AUM$28.7B

Non-Discretionary AUM$999M

Discretionary %96.6%

Total Clients195

Team

Total Employees6

Investment Advisers44

Employee Growth (1Y)+250.0%

Filing History

Total Filings on Record25

First FilingMay 22, 2014

Latest FilingMar 18, 2026

🔒 Full AUM trend chart and 25 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on EMPOWERED FUNDS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.