A complete list of active advisors currently associated with Enlightnu Wealth LLC
Warmer can help you find a great advisor at Enlightnu Wealth LLC or one who fits your needs even better.
The firm offers discretionary asset management and related financial planning primarily to individual and high‑net‑worth clients. It charges percentage-of-assets advisory fees and does not require a minimum account balance; the ADV filing shows the firm is newly active and reported no assets under management or active clients at the filing date. Portfolios are managed under discretionary authority with investment selection informed by fundamental analysis, and the firm may engage sub‑advisors to implement agreed models; accounts are reviewed at least quarterly and custodial execution is recommended through a national custodian. Financial planning is provided as part of the relationship at no additional cost, and the firm discloses receipt of research or other soft‑dollar benefits from custodial relationships. What distinguishes this firm from many independent peers is the extent of affiliated insurance and related businesses among its principals — several principals spend roughly half or more of their time in insurance and Medicare‑related operations and may receive separate commissions for those products, a conflict the brochure says is mitigated by disclosure and firm procedures. The firm also operates with multiple principals rather than as a solo practitioner and has an initial filing profile (no AUM and no clients reported), which differentiates it from more established single‑advisor independent firms.
To learn more about the advisors currently working at Enlightnu Wealth 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.
Name |
Location |
Years of experience |
|---|---|---|
Overland Park, KS
| 0
| |
Overland Park, KS
| 1
| |
Overland Park, KS
| 3
| |
Overland Park, KS
| 28
| |
Overland Park, KS
| 5
| |
Overland Park, KS
| 0
|
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