P

PWR Financial Services

Updated today

Client assets under management

$94,725,724

Clients

8

0% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

4

Very Low

Average account size

$11,840,716

About

PWR Financial Services provides investment advisory services exclusively to high-net-worth individuals, offering individual portfolio management as well as manager-of-managers and third-party money manager selection and monitoring. The firm develops a Personal Investment Policy Statement for each client and provides ongoing reporting and periodic reviews of accounts.

The firm predominantly manages client assets on a non-discretionary basis: its brochure discloses $76,615,309 of client assets managed non-discretionarily and no discretionary assets as of 12/31/2021, and it obtains client approval before executing transactions. PWR Financial Services emphasizes due diligence on third‑party managers, asset allocation, and uses technical, quantitative and qualitative analysis and a long‑term purchase orientation where appropriate.

Noteworthy distinctions include its operating model of managing managers rather than exercising day‑to‑day trading discretion or voting client proxies, and its lack of other financial industry affiliations or performance‑based fees as disclosed in the brochure. The firm also serves a small client base with a small advisory team, resulting in relatively few accounts carrying a substantial amount of assets overseen through third‑party managers.

Client services

Selection of other advisers Asset allocation & consulting

Expertise

Wealth management

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Fee options

Percentage

0.40% to 0.50%

Project-based

Main office location

PWR Financial Services

31620 23 Rd Ave S, Suite 320

Federal Way WA 98003, United States

Number of offices

1

Most active in

Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Patrick R

Series 65

Federal Way, WA

PWR Financial Services

Patrick Rhodes is a financial advisor at PWR Financial Services with 23 years of industry experience. He holds a Series 65 credential and has been involved with Rhodes & Associates since 1978. Outside of his advisory role, he manages a certified public accounting firm and is involved in several business ventures, including owning and operating a full-service bar and restaurant, a coffee shop, an events rental company, and a manufacturer of electronic dart boards and skeeball alleys. PWR Financial Services provides investment advisory services exclusively to high-net-worth individuals, focusing on individual portfolio management and manager-of-managers selection and monitoring. The firm emphasizes due diligence, asset allocation, and uses technical, quantitative, and qualitative analysis with a long-term investment approach.

Wealth management
user avatar

John H

Series 65

Federal Way, WA

PWR Financial Services

John Hunt is a Series 65 licensed financial advisor with 11 years of industry experience, currently practicing at PWR Financial Services in Federal Way, WA. He has been involved with Power Property Consultants, Inc. since 2012. Outside of advisory services, Hunt holds multiple director of operations roles in various businesses spanning real estate, hospitality, and manufacturing, including ownership interests in several properties and small businesses. PWR Financial Services provides investment advisory services exclusively to high-net-worth individuals, focusing on manager-of-managers and third-party money manager selection and monitoring. The firm manages client assets predominantly on a non-discretionary basis, emphasizing due diligence, asset allocation, and a long-term investment approach.

Wealth management
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