EN+ Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,868,873
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
30
27% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
30
Average account size
$195,629
About
EN+ Wealth provides investment advisory and financial planning primarily through a cloud-based B2C platform focused on underserved communities, including young and emerging families and Chinese and Asian individuals in the United States. The Platform offers portfolio management (discretionary and non-discretionary), model portfolios, access to pooled investment products (ETFs, mutual funds, interval funds and private placements), and a broad suite of planning services such as tax planning, budgeting, insurance, retirement and small-business advisory.
The firm combines AI-driven tools (natural language processing and proprietary algorithms) with human financial experts to generate personalized recommendations, conduct due diligence on third‑party fund managers, and implement active asset allocation and rebalancing; it may act under limited power of attorney to execute trades when authorized. EN+ also integrates behavioral finance and psychological consulting into its process and provides regular client communication and reviews alongside educational materials.
What is distinctive in the brochure is the Platform’s marketplace approach: EN+ publishes periodicals and newsletters, hosts seminars and workshops, and offers certain services on a subscription or one‑time fee basis, in addition to asset-based management fees. The firm also highlights capabilities that are less common among similar independent advisers — pension consulting and plan‑level and participant‑level reporting, engagement with pooled vehicles and private fund placements, and an explicit effort to connect clients and entrepreneurs to a private investments ecosystem.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
General tax planning
College savings (529s, UTMA, etc.)
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Demographic focus
Young Families
Immigrants
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.
Main office location
EN+ Wealth
Munster IN, United States
Number of offices
1
Most active in
EN+ Wealth has reported serving >5 clients in these states in the last 12 months.
California · Delaware · Florida · Illinois · Indiana · New Jersey · Texas
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 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.
Forms ADV
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