Whealthy Empowerment Network
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$107,740,692
Clients
156
Advisors
2
of 3 employees
About
WHealthy Empowerment Network provides discretionary investment management and comprehensive financial planning and consulting to individuals, trusts, estates, charitable organizations, and business entities, serving a modest client base through a two‑advisor team. The firm does not impose an account minimum and delivers planning as part of ongoing advisory relationships or as separate, tailored consulting engagements.
The firm follows a tactical allocation strategy intended to reduce risk and seek improved performance, drawing on a broad investment universe—including listed, OTC and foreign securities, mutual funds, municipal securities, options, and cash positions used as potential hedges—and employing fundamental, technical, and cyclical analysis where appropriate. WHealthy Empowerment Network may engage Sub‑Advisors to manage all or a portion of client assets while retaining the direct client relationship and discretion over Sub‑Advisor selection and termination.
Notable operational features include principals operating through separate doing‑business‑as branch names and an explicit policy to supervise legacy variable insurance and limited partnership holdings without recommending new purchases or accepting commissions on those products. The firm also leaves proxy‑voting authority with clients and structures financial planning engagements to accommodate higher‑complexity work that can involve third‑party specialists.
Client services
Expertise
Fee options
Financial planning and consulting fees range from $3,000 to $5,000, negotiable and contracted with client
$0+: 0.5% +: 1.5%
Main office
Kildeer IL
Advisors at this office
2
Most active in
Arizona · Illinois · Ohio · Wisconsin
Also doing business as
Infinity Wealth Company, LLC · Kona Financial Planning · Whealthy Empowerment Network · Whealthy Empowerment Network, 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 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.
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Advisors at this firm
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