Poder Wealth Advisors
11yrs
11 years in the industry
Poder Wealth Advisors
Bethesda, MD. Legal name: Poder Wealth Advisors LLC
About the firm
A registered investment advisory firm based in Bethesda, Maryland, with about 2 offices. It manages about $12.3 million for roughly 33 individual clients. Services include financial planning, investment management for individuals and small businesses.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees; Commissions on some products
Typical client size ?$371,887
Assets under management ?$12.3 million
Individual clients33
Median years of experience8
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businesses
Advisors at Poder Wealth Advisors
2Advisors
8Median years of experience
1States with offices
2Offices
Also known as
Poder Wealth Advisors LLC
About Poder Wealth Advisors
How do I contact Poder Wealth Advisors?
Call the main office at (631) 579-6407. The main office is at 4933 Auburn Ave Suite 2, Bethesda, MD 20814.
How is Poder Wealth Advisors paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask for your total yearly cost in dollars.
What services does Poder Wealth Advisors offer?
Financial planning, Investment management for individuals and small businesses.
How many advisors work at Poder Wealth Advisors?
We list 2 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.