Enroute Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,840,000
Total clients
12
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
12
Average account size
$1,070,000
About
Enroute Wealth Management provides ongoing portfolio management and financial planning to individual clients, including high‑net‑worth individuals. The firm’s advice is generally focused on mutual funds, ETFs, annuities and Treasury Inflation‑Protected Securities, and it prepares an Investment Policy Statement tailored to each client’s goals, time horizon and risk tolerance.
The firm applies fundamental analysis and modern portfolio theory and pursues a long‑term trading approach with regular portfolio monitoring to align holdings with documented risk tolerances. Enroute operates on a non‑discretionary basis—its Form ADV reports $11,520,000 in non‑discretionary assets and states it does not have discretion over client accounts—so clients retain approval authority for transactions.
Distinctive features highlighted in the brochure include the predominance of non‑discretionary assets (the ADV shows $0 discretionary and $11,520,000 non‑discretionary) and access to custodian‑sponsored educational events, including national, regional and firm‑specific programs. The brochure also discloses that a management person is a licensed insurance agent who may offer commissionable insurance products, which can create a potential conflict of interest though clients are not required to use those services.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Annuities
Fee options
$2,500 fixed fee for financial planning (fees negotiable)
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.90% $1,000,000 - $5,000,000: 0.85% $5,000,000+: 0.80%
Main office location
Enroute Wealth Management, LLC
Gaithersburg MD, United States
Number of offices
2
Most active in
Enroute Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
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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