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Patrick Scott Powers

Wealthwise Asset Management LLC

Chino Hills, CA

CRD 8164213

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Employer firm

Wealthwise Asset Management LLC CRD 337518

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Wealthwise Asset Management Llc

Chino Hills, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-14
  • CA RA
    APPROVED
    Since 2025-11-14

Branch Locations

Chino Hills, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealthwise Asset Management, Llc Chino Hills CA 09/2025 Present
Powerstech, Inc. Chino Hills CA 01/2021 Present
Newport Thin Film Laboratory, Inc. Chino CA 10/1998 Present
  • 09/2025 → Present
    Wealthwise Asset Management, Llc
    Chino Hills, CA
  • 01/2021 → Present
    Powerstech, Inc.
    Chino Hills, CA
  • 10/1998 → Present
    Newport Thin Film Laboratory, Inc.
    Chino, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-02
  • S65 Uniform Investment Adviser Law Examination
    2023-11-02

View on SEC IAPD

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