Xuan Wang
Advisor at EN+ Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Xuan Wang is a CFA® charterholder with five years of industry experience. He currently serves as the sole advisor at EN+ Wealth, having previously worked at William Blair and ProManage LLC. EN+ Wealth operates a web-based financial advisory platform focused on underserved communities, particularly young and emerging families and Chinese and Asian individuals in the U.S. The firm combines AI-driven personalized recommendations with human oversight, offering a range of investment and financial planning services through a membership-tiered model.
Client services
Based on EN+ Wealth
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Based on EN+ Wealth
Cash flow / budgeting
Debt management
General tax planning
College savings (529s, UTMA, etc.)
Retirement plans for business owners (SEP, solo 401k)
Fee options
$1 - $29,999: 0.80% Non-Discretionary Assets Platform Fees; 1.20% Discretionary Assets Investment Accounts Management Fees $30,000 - $99,999: 0.70% Non-Discretionary Assets Platform Fees; 1.10% Discretionary Assets Investment Accounts Management Fees $100,000 - $499,999: 0.60% Non-Discretionary Assets Platform Fees; 1.00% Discretionary Assets Investment Accounts Management Fees $500,000 - $999,999: 0.50% Non-Discretionary Assets Platform Fees; 0.90% Discretionary Assets Investment Accounts Management Fees $1,000,000 - $4,999,999: 0.40% Non-Discretionary Assets Platform Fees; 0.80% Discretionary Assets Investment Accounts Management Fees $5,000,000 - $9,999,999: 0.30% Non-Discretionary Assets Platform Fees; 0.70% Discretionary Assets Investment Accounts Management Fees $10,000,000 - $49,999,999: 0.20% Non-Discretionary Assets Platform Fees; 0.60% Discretionary Assets Investment Accounts Management Fees $50,000,000+: 0.10% Non-Discretionary Assets Platform Fees; 0.50% Discretionary Assets Investment Accounts Management Fees
Subscription fees ranging from $10 to $500 per month for some financial planning and advisory services for clients without assets managed on the platform.
Fee-only: One-time fees and subscription fees ranging from $10-$500/month for certain financial planning services; tax filing services starting at $90; tax planning starting at $50/year; trust and will setup services starting at $300; ongoing review services starting at $50 per review.
Location
Munster, IN
Most active in
Xuan W has reported serving >5 clients in these states in the last 12 months.
California · Delaware · Florida · Illinois · Indiana · New Jersey · Texas
Work history
EN+ Wealth LLC
2023 - Present (3 years)
William Blair
2019 - 2023 (4 years)
ProManage LLC
2011 - 2019 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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