RIA Intel›Advisers›Washington›PWR FINANCIAL SERVICES, LLC

PWR FINANCIAL SERVICES, LLC

Advisory

FEDERAL WAY, WA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in WA

#408

of 505 advisers by AUM

Average account

$12M

across 8 accounts

AUM per adviser

$47M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$95M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$95M

Discretionary AUM$0

Non-Discretionary AUM$95M

Discretionary %0%

Total Clients—

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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

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