Whealthy Empowerment Network

RIASEC RegisteredEst. 2026
Total AUM
$108M
Discretionary
$108M
100% of AUM
Avg account
$270K
Accounts
399
Employees
3
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, Exchange Traded Equities 10%, Cash & Cash Equivalents 7%, Private Funds 2%80%
  • Public Funds/Mutual Funds80%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents7%
  • Private Funds2%

Owners & executives

1 of 1
  • Elizabeth Schneider

    Elizabeth Schneider

    Co-Founder & CEOCRD 2619156

Contacts

1 of 1
  • Erin Zylka

    Erin Zylka

    FounderCRD 5760460

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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth