RIA Intel›Advisers›Maryland›ENROUTE WEALTH MANAGEMENT, LLC

ENROUTE WEALTH MANAGEMENT, LLC

Advisory

MD

Data as of Mar 12, 2026 · Source: SEC Form ADV

Average account

$414K

across 31 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$0

Non-Discretionary AUM$13M

Discretionary %0%

Total Clients12

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD

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

12 clients

4 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 MD

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

$13M

PHOENIX FINANCIAL ENGINEERING, LLC

$13M

FOUNTAINHEAD FIDUCIARY, LLC

SOLOMONS, MD, MD

$12M

PODER WEALTH ADVISORS LLC

$12M

YEGEN FINANCIAL GROUP, LTD

$12M

GAITHERSBURG, MD

$14M

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