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Empowering Finance, LLC CRD 310901
$37.2M regulatory AUM 63 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Portland, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-23 |
| CA | RA | APPROVED | 2024-09-04 |
| HI | RA | APPROVED | 2024-09-04 |
| OR | RA | APPROVED | 2024-09-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vista Capital Partners | Portland | OR | 10/2013 | 09/2017 |
| Crowdstreet Advisors | Portland | OR | 10/2018 | 05/2020 |
| Cfp World Traveler | Various | 09/2017 | 09/2018 | |
| Empowering Finance, Llc | Portland | OR | 08/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-16 |
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