EN+ Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$5,588,873
Clients
30
Advisors
1
of 1 employees
About
EN+ Wealth provides investment advisory and financial planning primarily through a cloud-based B2C platform focused on underserved communities, including young and emerging families and Chinese and Asian individuals in the United States. The Platform offers portfolio management (discretionary and non-discretionary), model portfolios, access to pooled investment products (ETFs, mutual funds, interval funds and private placements), and a broad suite of planning services such as tax planning, budgeting, insurance, retirement and small-business advisory.
The firm combines AI-driven tools (natural language processing and proprietary algorithms) with human financial experts to generate personalized recommendations, conduct due diligence on third‑party fund managers, and implement active asset allocation and rebalancing; it may act under limited power of attorney to execute trades when authorized. EN+ also integrates behavioral finance and psychological consulting into its process and provides regular client communication and reviews alongside educational materials.
What is distinctive in the brochure is the Platform’s marketplace approach: EN+ publishes periodicals and newsletters, hosts seminars and workshops, and offers certain services on a subscription or one‑time fee basis, in addition to asset-based management fees. The firm also highlights capabilities that are less common among similar independent advisers — pension consulting and plan‑level and participant‑level reporting, engagement with pooled vehicles and private fund placements, and an explicit effort to connect clients and entrepreneurs to a private investments ecosystem.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$1 - $29,999: 0.80% Non-Discretionary Assets Platform Fees; 1.20% Discretionary Assets Investment Accounts Management Fees $30,000 - $99,999: 0.70% Non-Discretionary Assets Platform Fees; 1.10% Discretionary Assets Investment Accounts Management Fees $100,000 - $499,999: 0.60% Non-Discretionary Assets Platform Fees; 1.00% Discretionary Assets Investment Accounts Management Fees $500,000 - $999,999: 0.50% Non-Discretionary Assets Platform Fees; 0.90% Discretionary Assets Investment Accounts Management Fees $1,000,000 - $4,999,999: 0.40% Non-Discretionary Assets Platform Fees; 0.80% Discretionary Assets Investment Accounts Management Fees $5,000,000 - $9,999,999: 0.30% Non-Discretionary Assets Platform Fees; 0.70% Discretionary Assets Investment Accounts Management Fees $10,000,000 - $49,999,999: 0.20% Non-Discretionary Assets Platform Fees; 0.60% Discretionary Assets Investment Accounts Management Fees $50,000,000+: 0.10% Non-Discretionary Assets Platform Fees; 0.50% Discretionary Assets Investment Accounts Management Fees
Subscription fees ranging from $10 to $500 per month for some financial planning and advisory services for clients without assets managed on the platform.
Fee-only: One-time fees and subscription fees ranging from $10-$500/month for certain financial planning services; tax filing services starting at $90; tax planning starting at $50/year; trust and will setup services starting at $300; ongoing review services starting at $50 per review.
Main office
Munster IN
Advisors at this office
1
Most active in
California · Delaware · Florida · Illinois · Indiana · New Jersey · Texas
Also doing business as
En+ Wealth · En+ Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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