Whealthy Empowerment Network
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$107,770,717
Total clients
156
37% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
78
Average account size
$690,838
About
WHealthy Empowerment Network is a small advisory firm with a two‑advisor team that serves individuals (including high‑net‑worth households), trusts, estates, charitable organizations and business entities. It offers fee‑based discretionary portfolio management alongside comprehensive financial planning and consulting services.
The firm emphasizes a tactical allocation approach intended to reduce downside risk and pursue enhanced performance, using fundamental, technical and cyclical analysis as appropriate. Portfolios may include a wide range of instruments — including mutual funds, ETFs, individual equities, fixed income, foreign securities, options and other traded instruments — and the firm may recommend cash positions as a hedge, opportunistic stock selections, or redistributions for diversification or tax management.
Distinctive features include a practice of tailoring fees and engagement models to client needs and complexity (including standalone planning engagements), the ability to engage sub‑advisors with those arrangements included in the firm’s fees, and a stated policy to supervise legacy variable insurance and annuity positions without recommending new variable or insurance products or accepting commissions. The firm also leaves proxy‑voting authority with clients and does not maintain physical custody of client assets beyond authorized fee deduction.
Client services
Expertise
Fee options
0.5% to 1.5% per annum, tiered and negotiable depending on client and services
Fee-only: Fixed fee for financial planning and consulting services ranging from $3,000 to $5,000, negotiable and contracted with the client
Main office location
Whealthy Empowerment Network
Kildeer IL, United States
Number of offices
2
Most active in
Arizona · Illinois · Ohio · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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