Enlight Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,143,655
Clients
22
91% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$1,051,984
About
The firm provides fee-based investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations, offering both discretionary and nondiscretionary portfolio management and standalone financial plans. As is common among independent advisors, it generally charges percentage-of-assets management fees and tailors services to clients’ stated objectives and restrictions.
Enlight’s investment process emphasizes a tactical allocation strategy that integrates both fundamental and technical analysis to manage risk and seek improved performance; the adviser may use exchange-listed securities, municipal and U.S. government securities, mutual funds, and interests in real-estate partnerships and may employ cash positions as a hedge. The adviser implements long- and short-term trading as appropriate, may recommend reallocations or specific stock selections for sector or dividend objectives, and overlays tax or harvesting decisions where relevant.
Compared with many peers, Enlight also acts as a wrap-fee program sponsor for certain accounts and manages wrap and non-wrap accounts with the same strategy, and its investment advisory representatives are licensed to sell insurance products and may receive commissions for those sales — arrangements the brochure discloses as potential conflicts of interest. The firm also offers tax and accounting services for separate fees and participates in an institutional custodial program that provides operational and research support, which can influence execution and service access.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Active portfolio management
Real estate investing
Fee options
Financial planning fixed fees as stated above
$0 - $500,000: 1.00% annually $500,000 - $1,000,000: 0.75% annually $1,000,000+: 0.50% annually
Account minimum: $500,000 Minimum fee: Minimum fee of $5,000 annually for investment management unless otherwise negotiated Fee-only: Fixed fee of $4,000 for first year financial planning and $2,500 annually thereafter for ongoing financial planning services, fees may be negotiated
Most active in
Enlight Financial LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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
Advisors at this firm
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