Enlightnu Wealth LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
4

Firm details

Headquarters
Overland Park, Kansas
CRD number
342504
Fee structure
Percentage of AUM
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Enlightnu Wealth LLC is an owner-operated advisory firm organized as a limited liability company. The firm bills clients on a percentage-of-assets-under-management basis and is identified as a capital allocator, suggesting it takes active responsibility for deploying client capital rather than acting solely as a referral or broker. The firm is not identified as an active ESG investor. Service offerings center on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. That combination indicates Enlightnu both manages client portfolios directly and sources or oversees sub-advisers when specialized capabilities are needed. The firm lists an insurance company affiliation, which may reflect a relationship used for product access or distribution of insurance-based solutions. Regulatory and structural flags in the snapshot show the adviser is not classified under a standard category in the provided data, is not identified as a multi-state adviser, and is not a pension consultant or a related adviser to another advisory entity. The firm is not flagged as newly formed.

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Marvin Musick

    CEO, Investment AdvisorCRD 6953738

Contacts

3 of 3
  • Steve Brooks

    CRD 8264278

  • Joshua Musick

    Joshua Musick

    Licensed Insurance AgentCRD 6600384

  • James Marmon

    CRD 4884965

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Overland Park, KS

Johnson

Location

Overland Park, KS

Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
Johnson
Address
10895 Grandview Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth