Where are Powell Wealth employees located globally?

Powell Wealth has employees across 1 continents and 1 countries including United States Of America.

How has Powell Wealth's team size changed over time?

Powell Wealth's team has grown from approximately 6 to 7 employees based on available data.

Powell Wealth Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Powell Wealth is a financial services firm focused on wealth advisory in the Lake Norman area near Charlotte, North Carolina. Founded in 1994 as Powell Financial, the company offers services such as investment planning and management, retirement and estate planning, business retirement consulting, tax planning, and charitable giving, aiming to help clients preserve and grow wealth and achieve financial independence. Its client base includes business owners, executives, and individuals seeking customized, comprehensive strategies to meet long-term financial objectives. Based in Cornelius, North Carolina, Powell Wealth operates with a small team and emphasizes a profile of personalized guidance through a structured financial planning process. The firm positions itself within a broad financial services landscape that includes large national firms, focusing on tailored solutions for clients’ lifetime goals. A recent development detail is not provided beyond its long-standing presence in the Lake Norman region since 1994.

Powell Wealth Global Highlights

North America
8

United States Of America
8

Powell Wealth's Leadership

D. M.
Vice President
Mobile Phone
Email

Powell Wealth Employee Metrics

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2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Powell Wealth

Name

Title

Contact

Location

Last Update

D. M.
Vice President
Mobile Phone
Email
Apr 15, 2026

Frequently Asked Questions

What is Powell Wealth known for?

Powell Wealth was founded in 1994 operates in the Financial Services industry. Explore Powell Wealth's company overview page for more information.

What is Powell Wealth's most common email format?

Powell Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Powell Wealth email formats with LeadIQ.

How many employees does Powell Wealth have currently?

Powell Wealth has approximately 6 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Powell Wealth's key employees and leadership?

As of July 2026, Powell Wealth's key employees include:

Vice President: D. M.

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Powell Wealth Employee Directory

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