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ETF ARCHITECT

Legal name: EMPOWERED FUNDS, LLC

CRD 171412File 801-79835
APPROVED
Retail clients
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$29.74B
Top 10% of cohort (national)
Discretionary AUM
$28.74B
Non-discretionary $999.1M
Clients
222
222 accounts
Employees
44
Top 10% of cohort in PA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
PLRO
Registration date
Jun 6, 2014
Principal office
3803 WEST CHESTER PIKE, SUITE 150, NEWTOWN SQUARE, PA, 19073
Phone
1.215.330.4476

Assets & accounts

ADV Item 5F
Total regulatory AUM
$29.74B
Discretionary AUM
$28.74B
Non-discretionary AUM
$999.1M
Discretionary accounts
98
Non-discretionary accounts
124
Total accounts
222
AUM per client
$133.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other8$146.9M
Investment companies98$28.74B
High net worth individuals88$789.4M
Individuals (other than high net worth individuals)28$62.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Portfolio management for businesses
  • Portfolio management for investment companies

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.