Whealthy Empowerment Network
Firm details
- Headquarters
- ,
- CRD number
- 334271
- Registered since
- April 9, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.73%
- Individuals22.24%
- Charitable Organizations0.02%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Whealthy Empowerment Network is an independent registered investment adviser structured as a limited liability company and listed with an SEC registration year of 2026. The firm is individually owned and serves both individual/family clients and some institutional relationships. Its core advisory work centers on financial planning and portfolio management for individuals and small businesses. Their compensation combines a percentage-of-assets model with the option of fixed fees. Whealthy Empowerment Network does not act as a capital allocator to separate managers, and it does not identify as an active ESG investor. Firm filings indicate it is not designated as a multi-state adviser, despite maintaining locations in more than one state.
Assets & Accounts
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
- Public Funds/Mutual Funds80%
- Exchange Traded Equities10%
- Cash & Cash Equivalents7%
- Private Funds2%
Owners & executives
1 of 1Elizabeth Schneider
Co-Founder & CEOCRD 2619156
Contacts
1 of 1
Erin Zylka
FounderCRD 5760460
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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