A complete list of active advisors currently associated with Enlightened Advisors Wealth Management LLC

Warmer can help you find a great advisor at Enlightened Advisors Wealth Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Enlightened Advisors Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.