POV Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,799,338
Total clients
8
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$474,917
About
POV Wealth provides financial planning and discretionary asset management for individuals, families, trusts and businesses and manages roughly $3.06 million for a small number of client relationships (nine clients). Its planning services cover cash flow, retirement, tax, insurance review, education funding and student loan strategies, and the firm also manages brokerage accounts, employer retirement (“held-away”) plans and 529 college savings accounts held at Capital Group.
The firm builds advice from a documented client profile that records goals, existing holdings and risk tolerance and conducts periodic reviews to rebalance portfolios and address tax and risk-management opportunities. Investment implementation typically uses diversified equity exposure through stocks, ETFs and mutual funds and may include fixed income, annuities, commodities, foreign exchange and option strategies; the firm also cites technical analysis among its methods.
Several features distinguish POV from many peers: the firm produces a newsletter and offers educational seminars/workshops (for example on college funding, student loan forgiveness and retirement planning), and the lead adviser maintains a licensed insurance practice plus college-funding and student-loan credentials—activities disclosed as separate, commission-based compensation. The firm also supports trading for employer retirement plans through a third‑party portal and directly manages 529 accounts, enabling coordinated advice across custodial and held-away assets.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
Student loan debt
Annuities
Fee options
$0 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually
Investment Advisor Representatives receive commissions from sales of investment-related products such as insurance as licensed insurance agents.
$250 per hour for matters outside the scope of personal financial planning services.
Fee-only: Financial planning base fee ranges from $250 to $350 per month, negotiable.
Main office location
POV Wealth LLC
Falls Church VA, United States
Number of offices
1
Most active in
POV Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
Forms ADV
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