RIA Intel›Advisers›Arizona›ESSENTIAL WEALTH MANAGEMENT, LLC

ESSENTIAL WEALTH MANAGEMENT, LLC

Advisory

PHOENIX, AZ

Data as of Jun 5, 2026 · Source: SEC Form ADV

Rank in AZ

#372

of 387 advisers by AUM

Average account

$207K

across 259 accounts

AUM per adviser

$18M

3 advisers

Source: SEC Form ADV. Figures as filed Jun 5, 2026.

Total AUM

$54M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$54M

Discretionary AUM$54M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients92

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, TX

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

92 clients

9 high-net-worth

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

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