RIA Intel›Advisers›California›POWERING YOUR RETIREMENT, LLC

POWERING YOUR RETIREMENT, LLC

Advisory

SAN RAMON, CA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in CA
#2,999
of 5,480 advisers by AUM
Average account
$387K
across 210 accounts
AUM per adviser
$41M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$81M
Discretionary %
100%
Clients
162
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$81M
Discretionary AUM$81M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients162
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

SEASIDE ADVISORY SERVICES, INC.
CARLSBAD, CA
$81M
-23.9% 1Y
CORNELL CAPITAL GROUP LLC
$81M
ARISTOTLE CREDIT PARTNERS, LLC
LOS ANGELES, CA
$81M
0.0% 1Y
OLHOEFT FINANCIAL, LLC
$82M
CYPRESS PATH CAPITAL, LLC
CARMEL, CA
$82M
-1.3% 1Y
TOR WEALTH ADVISORS, LLC
FOLSOM, CA
$81M

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