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Iwona Cholewa

Investment adviser representative at Powerhouse Assets LLC
20 yearsExperience
2 statesRegistered in
CFADesignation
$214.8MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

20 years in the industry.

  1. Avandra Nwa LLCOct 2023 to now
  2. Powerhouse Assets LLCMay 2019 to now
  3. Hemington Wealth ManagementMay 2019 to Feb 2022
  4. Dimensional Fund Advisors LPMay 2006 to Apr 2019

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law1999

State registrations

Registered as an investment adviser representative in 2 states (MA, TX).

Powerhouse Assets LLC

$214.8MAssets managed
61Clients
3Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4014938
Firm CRD
157538
Advisor's SEC record (opens in a new tab)
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