RIA Intel›Advisers›Indiana›EN+ WEALTH LLC

EN+ WEALTH LLC

Advisory

Data as of Mar 4, 2026 · Source: SEC Form ADV

Average account

$85K

across 69 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 4, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients31

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In7 states

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

31 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

STRONG FINANCIAL SERVICES CORPORATION

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INDY WEALTH SOLUTIONS, LLC

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CROWE FINANCIAL ADVISORS, LLC

INDIANAPOLIS, IN

$6M

-90.8% 1Y

PREMIERE PLANNING INC.

$6M

AMERICAN TRUST INVESTMENT SERVICES ADVISORY, INC.

WHITING, IN

$6M

DAVISON WEALTH MANAGEMENT, LLC

$6M

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