Enlightened Advisors Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Enlightened Advisors Wealth Management LLC provides portfolio management and financial planning to individual and high-net-worth clients, managing roughly $8.35 million across about 42 relationships. The firm develops an Investment Policy Statement for each client and implements portfolios that can include structured products, mutual funds, equities, ETFs (including precious metal ETFs), REITs, annuities, TIPS, and commodities.
The adviser tailors recommendations using a mix of charting, fundamental and technical analysis along with modern portfolio theory and a long-term trading orientation. Unusually for an independent firm, it operates primarily on a non-discretionary basis and requires explicit client approval for trades, documenting approvals (verbal with contemporaneous notes or written/electronic consent) and relying on limited custodial authorizations only for order placement after approval.
Distinctive features disclosed in the brochure include the principal’s status as a licensed insurance agent who may offer commissionable insurance products (a potential conflict the firm discloses) and the firm’s acceptance of custodian research or other soft-dollar benefits. The firm identifies TradePMR as its primary custodian, does not aggregate trades for multiple clients, and does not participate in wrap fee programs — operational details that can affect trade execution and access to third‑party research compared with peers.
Client services
Expertise
Fee options
$3,000 fixed fee for financial planning
1.00% annually
Account minimum: $50,000
Main office
Tucson AZ
Advisors at this office
1
Most active in
Arizona
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Quick links
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