Power Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Power Asset Management provides discretionary asset management and sub-advisory services to high‑net‑worth individuals and business clients, including corporations and limited liability companies. The firm reports managing about $175 million on a discretionary basis for roughly 35 clients and offers tailored portfolio management with complimentary financial consulting available to portfolio clients.
The firm’s investment process draws on fundamental, technical and cyclical analysis and employs a mix of long‑term holdings and, when appropriate, more frequent trading. It emphasizes conservative cash management—using money market funds, FDIC insured certificates of deposit, high‑grade commercial paper and government debt—to preserve liquidity while exercising discretionary trading authority within client guidelines.
Compared with many small independent advisers, Power Asset Management regularly supports institutional‑type entities and also serves as a sub‑adviser to other investment advisers, designing portfolios and providing ongoing management on a fee‑only basis. Oversight and account reviews are concentrated with a single firm principal, the firm routinely uses established custodial relationships (including Schwab) and relies on standing transfer authorizations and other operational arrangements that prospective clients may want to evaluate.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% over $10,000,000+: negotiable
Account minimum: $500,000 Fee-only: Percentage of assets under management on a tiered schedule as above; no commissions
Main office
1901 Avenue of the Stars, Suite 200
Los Angeles CA 90067
Advisors at this office
1
Most active in
California
Also doing business as
Power Asset Management · Power Asset Management LLC · Power Hamlet, 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.
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