$5.9M Total AUM
$5.9M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Inspira Financial Trust · LLC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-29-2023
- Office Locations
- 1
Office Locations
-- Munster IN
About EN+ Wealth
EN+ Wealth is a Munster, IN registered investment adviser providing asset management alongside financial and wealth planning, including tax, estate, and insurance planning. The firm serves retail and institutional clients and constructs portfolios using ETFs and public funds, with an ESG/SRI orientation and stated capabilities across alternatives and fixed income. Custodied at Charles Schwab.
Team overview
-- AVG AGE
$5.9M AVG AUM / ADVISOR
$189.3K AVG AUM / CLIENT
2.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Full visibility includes strategy notes for meridian insight delta.
Unlock to compare peer behavior around wave meridian.
Premium access reveals conviction themes in prime frontier.
See the complete signal summary connected to peak optima.
Request access to benchmark trends tied to beacon.
Open the full profile to inspect shifts in capital fusion.
Full visibility includes strategy notes for ember quantum north.
Premium access reveals conviction themes in alpha bridge unison.
Asset Classes
Element signal Unison focus Delta Vector vertex Element catalyst Pioneer prime Bridge ridge Peak Quantum Eagle
Investment Themes
Fusion Signal oak North Pathway Harbor
Investment Vehicles
Quantum alpha Value pioneer
Services
Zenith vertex Radial Value zenith Value Insight Vector matrix Meridian Insight
Owner & Executives
X
XUAN WANG
PRINCIPAL
- CRD
- #7082807
- Ownership
- Less than 5%
(340) 239-8003
focus.north@unisoncapital.com
in linkedin.com/in/pathway-north
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,868,873 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,868,873 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $5,588,873
Cash:
51.0% Equity - Exchange:
9.4% Public Funds:
39.6% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $273,638,299 | 51.0% |
| Equity - Exchange | $50,435,294 | 9.4% |
| Public Funds | $212,472,092 | 39.6% |
| Total | $536,545,685 | 100.0% |