AUMdb

Empowered Retirement, Inc.

State-registered Wealth Manager · Boutique (under $100M) CRD 169389 · Roseland, NJ · WWW.EMPOWEREDRETIREMENT.COM
☆ Save with Pro ADV data as of Mar 06, 2026
Regulatory AUM
$78.7M
Discretionary
$77.5M
Clients
117
Avg AUM / client
$672K
Accounts
201
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 79 $15.1M 19.2%
High net worth individuals 38 $63.5M 80.8%

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Plan Location Plan year
Mid Atlantic States District Council Participating Locals Annuity Fund Mid Atlantic States District Council Participating Locals Annuity Fund 2024
Mufg Bank Ltd. 401(k) Plan Mufg Bank, Ltd 2024
Camp Family Ventures 401(k) Plan Kern Machinery, Inc. 2024
Plumbers & Steamfitters 150 Profit Sharing Fund Plumbers & Steamfitters 150 Profit Sharing Fund 2024
Plumbers & Steamfitters Local 184 Supplemental Pension Plan Bd Of Trustees Plumbers & Steam Fitters Local 184 Supplemental 2024
Hospital Central Services Cooperative, Inc. Pension Plan Hospital Central Services Cooperative, Inc. 2024

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Asta Sanders Registered representative CFP Feb 2017 (9y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Retirement plans served (6)

PlanSponsorParticipantsPlan assetsAs of
Mid Atlantic States District Council Participating Locals Annuity Fund Mid Atlantic States District Council Participating Locals Annuity Fund 7,375 $149M 01/01/2024
Mufg Bank Ltd. 401(k) Plan Mufg Bank, Ltd 5,478 $2.9B 01/01/2024
Camp Family Ventures 401(k) Plan Kern Machinery, Inc. 158 $27.5M 01/01/2024
Plumbers & Steamfitters 150 Profit Sharing Fund Plumbers & Steamfitters 150 Profit Sharing Fund 1,428 $32.5M 01/01/2024
Plumbers & Steamfitters Local 184 Supplemental Pension Plan Bd Of Trustees Plumbers & Steam Fitters Local 184 Supplemental 930 $81.9M 01/01/2024
Hospital Central Services Cooperative, Inc. Pension Plan Hospital Central Services Cooperative, Inc. 128 $12.6M 01/01/2024

From Form 5500 service-provider disclosures.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/06/2026 1.02 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Hourly charges
  • Fixed fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Pension consulting services
  • Selection of other advisers

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 06, 2026.

View current Form ADV (SEC/IAPD) ↗