Poder Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$12,272,286
Clients
33
Advisors
2
of 2 employees
About
Poder Wealth Advisors is a state‑registered advisory firm that serves individual clients, including high‑net‑worth households, and also works with business owners and nonprofit entities. The firm offers discretionary portfolio management, one‑time and comprehensive financial planning, and assistance with insurance products where appropriate.
The firm’s investment work is guided by Modern Portfolio Theory and a primarily passive approach, building diversified, low‑cost portfolios around client‑specific investment policy statements and providing ongoing monitoring and annual reviews. It also offers tailored comprehensive planning tracks that address equity compensation, entrepreneur needs, and broader wealth management topics, and it seeks fee‑only insurance solutions when available while disclosing commission‑based options when they are used.
Poder Wealth Advisors operates as a small, principal‑led practice—recently founded in 2024—with a compact team and a modest asset base relative to many peers, managing roughly $12.3 million for about 33 clients. Distinctive operational features include multi‑state insurance licensure among advisors, recent additions to its service set (insurance offerings and standing letters of authorization), and institutional relationships with custodial platforms such as Charles Schwab and Altruist.
Client services
Expertise
Occupation focus
Fee options
One-Time Financial Plan fixed fee ranging between $5,000 and $8,000, negotiated prior to engagement.
$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
Commission-based insurance products available if fee-only options not suitable; clients pay fees/commissions directly for these products.
Hourly rate of $300 used for refund calculations on one-time financial plan if terminated early.
Minimum fee: Tiered minimum annual fees: $6,000 for $0-$5,000,000; $50,000 for $5,000,001-$10,000,000; $70,000 for $10,000,001+ Fee-only: Investment advisory fees paid quarterly in arrears; Fixed fees for financial planning services ranging from $5,000 to $8,000; Fixed fees for comprehensive wealth management ranging from $8,000 to $40,000 annually, paid monthly in advance.
Main office
4933 Auburn Ave, Ste 2
Bethesda MD 20814
Advisors at this office
2
Most active in
California · District of Columbia · Maryland · Nevada · New York · Texas
Also doing business as
Poder Wealth Advisors · Poder Wealth Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Audrey J
Series 65
Bethesda, MD
Poder Wealth Advisors
Audrey Jones is a financial advisor at Poder Wealth Advisors with a Series 65 designation and three years of industry experience. She previously worked at Carson Wealth and CWM, LLC. Outside of her advisory role, she is the founder and CEO of SkateFit, LLC, a fitness business. Poder Wealth Advisors serves individual clients, including high-net-worth households, business owners, and nonprofit entities. The firm uses a primarily passive, Modern Portfolio Theory-based investment approach and offers discretionary portfolio management, financial planning, and insurance assistance.
Anna N
CFP®, Series 66
Bethesda, MD
Poder Wealth Advisors
Anna N'jie Konte is a CFP® professional at Poder Wealth Advisors with 10 years of industry experience. She previously worked at RBC Capital Markets and also served as CEO of Dare to Dream Consulting, where she provided speaking engagement services. Poder Wealth Advisors is a state-registered firm serving individual clients, business owners, and nonprofit entities. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, offering diversified, low-cost portfolios alongside comprehensive financial planning and discretionary portfolio management.
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