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- Custodian
- Betterment · Charles Schwab & Company · JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-07-2016
- Office Locations
- 1
Office Locations
About Earn Into Wealth Strategies
Earn Into Wealth Strategies is a tech-enabled financial planning and investment advisory firm serving busy individuals and business owners. The practice delivers planning support (tax, estate, and insurance) alongside portfolio construction primarily through ETFs, with an asset-allocation and risk-management focus. Clients can meet virtually from anywhere, and the firm uses tools such as eMoney to streamline collaboration.
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Owner & Executives
KAYA LADEJOBI
Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #5654328
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $34,525,173 | -- |
| Total | $34,525,173 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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