Secretary · Empower Advisory Group, LLC
Palak Patel
CRD 7665103 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Empower Advisory Group, LLC, an SEC-registered wealth manager based in Greenwood Village, CO with $195.4 billion in regulatory assets, lists Palak Patel on its Form ADV as Secretary, a control person. The SEC filings also name Palak at 1 other registered adviser.
Firms and roles
- Empower Advisory Group, LLCSecretaryWealth manager · Greenwood Village, CO · $195B in regulatory assets
- Empower Capital Management, LLCSecretaryAsset manager · Greenwood Village, CO · $78B in regulatory assets
AtlasMembers
Palak’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (28)
- David G. McLeodManager, Empower Advisory Group, LLC
- Carol E. WaddellManager, Empower Advisory Group, LLC
- William C. JeffriesManager and VP Operations, Empower Advisory Group, LLC
- Adam KavanAssistant General Counsel, Empower Advisory Group, LLC
- Craig A. BirkManager, Empower Advisory Group, LLC
23 more people named with Palak on the same filings, with titles and firms. Free in Atlas with a free account.
See all 28 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Palak’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.