Enlightened Advisors Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,350,000
Clients
42
5% 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
42
HighAverage account size
$198,810
About
Enlightened Advisors Wealth Management LLC provides portfolio management and financial planning to individual and high-net-worth clients, managing roughly $8.35 million across about 42 relationships. The firm develops an Investment Policy Statement for each client and implements portfolios that can include structured products, mutual funds, equities, ETFs (including precious metal ETFs), REITs, annuities, TIPS, and commodities.
The adviser tailors recommendations using a mix of charting, fundamental and technical analysis along with modern portfolio theory and a long-term trading orientation. Unusually for an independent firm, it operates primarily on a non-discretionary basis and requires explicit client approval for trades, documenting approvals (verbal with contemporaneous notes or written/electronic consent) and relying on limited custodial authorizations only for order placement after approval.
Distinctive features disclosed in the brochure include the principal’s status as a licensed insurance agent who may offer commissionable insurance products (a potential conflict the firm discloses) and the firm’s acceptance of custodian research or other soft-dollar benefits. The firm identifies TradePMR as its primary custodian, does not aggregate trades for multiple clients, and does not participate in wrap fee programs — operational details that can affect trade execution and access to third‑party research compared with peers.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Real estate investing
Annuities
College savings (529s, UTMA, etc.)
Fee options
$3,000 fixed fee for financial planning
1.00% annually
Account minimum: $50,000
Main office location
Enlightened Advisors Wealth Management LLC
Tucson AZ, United States
Number of offices
1
Most active in
Enlightened Advisors Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
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
Quick links
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