PWR Financial Services
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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
Expertise
Fee options
0.40% to 0.50%
Main office
31620 23rd Ave S, Suite 320
Federal Way WA 98003
Advisors at this office
2
Most active in
Washington
Also doing business as
Pwr Financial Services · Pwr Financial Services, 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 active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Advisors at this firm
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