Powerhouse Assets LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$170,800,000
Clients
60
Advisors
3
of 3 employees
About
PowerHouse Assets LLC provides ongoing portfolio management primarily to individual and high-net-worth clients, managing roughly $214.8 million across about 60 client relationships with a three-advisor team. The firm delivers continuous, discretionary management of individually held accounts, constructing broadly diversified portfolios using low-cost, tax-efficient mutual funds and ETFs.
The firm’s investment philosophy emphasizes global asset-class allocation and diversification over market timing or individual security selection, with portfolios monitored continuously, reviewed quarterly, and rebalanced at least annually. Clients grant discretionary trading authority under written agreements, and the firm frames its advice around efficient markets and long-term risk/return tradeoffs.
Noteworthy features for a firm of this size and structure include a relatively high AUM concentration with a small advisory team and a predominantly discretionary book of business. PowerHouse Assets operates as a fee-only adviser that does not use wrap programs, recommends Fidelity as custodian while not permitting directed brokerage, does not aggregate trades, and leaves proxy voting to clients.
Client services
Expertise
Fee options
Account minimum: $250,000 Minimum fee: $625 per quarter ($2,500 per year), waivable at discretion Fee-only: Compensated only by clients, no commissions or other compensation
Main office
Lincoln MA
Advisors at this office
3
Most active in
Massachusetts · New Hampshire · North Carolina · Texas
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.
Quick links
Advisors at this firm
Ralitza G
Series 63, Series 65
Lincoln, MA
Powerhouse Assets LLC
Ralitza Gueorguieva is a financial advisor at PowerHouse Assets LLC in Lincoln, MA, holding Series 63 and Series 65 credentials with 13 years of industry experience. She has been with PowerHouse Assets since 2012. PowerHouse Assets manages individualized, discretionary portfolios primarily for high-net-worth clients, focusing on diversified accounts using mutual funds and ETFs. The firm emphasizes global asset-class allocation, low-cost and tax-efficient funds, and aligns portfolios with clients’ time horizons and risk tolerances.
Iwona C
CFA®, Series 66
Lincoln, MA
Powerhouse Assets LLC
Iwona Cholewa is a CFA® charterholder with 25 years of industry experience. She is currently a financial advisor at PowerHouse Assets LLC and has held prior roles at Dimensional Fund Advisors LP and Hemington Wealth Management. Outside of her advisory work, she is involved in adventure travel. PowerHouse Assets LLC provides ongoing portfolio management primarily to individual and high-net-worth clients, focusing on broadly diversified portfolios constructed with low-cost, tax-efficient mutual funds and ETFs. The firm emphasizes global asset-class allocation and long-term risk/return tradeoffs, managing discretionary accounts with a high concentration of assets per advisor.
Alice F
CFP®
Lincoln, MA
Powerhouse Assets LLC
Alice Finn is a CFP® professional with 27 years of experience in the financial advisory industry. She has been with PowerHouse Assets LLC since 2011. PowerHouse Assets manages individualized, discretionary portfolios primarily for high-net-worth individuals, focusing on global asset-class allocation and low-cost, tax-efficient funds. The firm maintains a small team of three advisors and oversees approximately $207 million, emphasizing diversified portfolios aligned with clients’ time horizons and risk tolerances.
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