$5.9M Total AUM
$5.9M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
2 yrs Firm Age
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- 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
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
Quantum alpha Value pioneer
Services
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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
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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 | -- |
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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% |