Educated Wallet LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,575,000
Total clients
107
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
107
Average account size
$117,523
About
Educated Wallet is an independent, single-advisor registered investment adviser that provides asset management through a sub-advisory arrangement with AE Wealth Management, along with financial planning, consulting, subscription-based educational courses and periodic workshops. The firm serves individual and high‑net‑worth clients and manages roughly $12.6 million for about 100 clients.
The firm tailors advice to individual client needs and typically works with clients on a non‑discretionary basis, using model managers and program resources available through its sub‑advisory relationship to implement portfolios and asset‑allocation strategies. Financial planning is offered as full or modular written plans and as one‑time or as‑needed consultations, with educational content integrated into client engagement.
Several features set Educated Wallet apart from many solo independent advisers: it operates a subscription service for educational courses (access is provided free to clients) and offers impersonal workshops and seminars, and it has a referral arrangement with a third party that promotes those seminars via social media. The firm’s reliance on a sub‑advisory model combined with predominantly non‑discretionary client arrangements is also less common among peers and may affect how investment decisions are executed and reviewed.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Online educational courses
Expertise
College savings (529s, UTMA, etc.)
General estate planning guidance
Income planning
Fee options
Fixed fees for financial planning and consulting services, ranging from $500 to $5,000
Commissions may be earned on insurance products sold by investment adviser representatives acting as insurance agents
Hourly rate of $250 used to calculate pro-rated fees upon termination of financial planning or consulting services
Subscription fees for educational courses for non-clients range from $39 to $99 per month
Account minimum: $10,000 Minimum fee: Minimum fixed fee of $500 generally charged for financial planning and consulting services Fee-only: Financial planning and consulting services offered under fixed fee arrangements ranging from $500 to $5,000
Main office location
Educated Wallet LLC
122 Tulane Dr. Se, Ste 11
Albuquerque NM 87106, United States
Number of offices
1
Most active in
Educated Wallet LLC has reported serving >5 clients in these states in the last 12 months.
New Mexico
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 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.
Forms ADV
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