Enlightened Advisors Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 288276
- Website
- www.enlightenedadvisors.com
- Custodians
- TRADE-PMR INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals94.13%
- HNWI5.87%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Enlightened Advisors Wealth Management LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning services and portfolio management for individuals and small businesses. The firm emphasizes a personalized approach to wealth management, catering primarily to individual and family clients. With a fee structure based on a percentage of assets under management (AUM) and fixed fees, Enlightened Advisors aims to align its interests with those of its clients. The firm does not actively engage in ESG investing and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds71%
- Exchange Traded Equities21%
- Cash & Cash Equivalents8%
Contacts
1 of 1
Benjamin Goldberg
Founder and PrincipalCRD 5105810
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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