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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail
- Platforms
- LegacyCrest vector
- Established Date
- 12-02-2016
- Office Locations
- 1
Office Locations
About Enlight Financial LLC
Enlight Financial is a boutique, solo RIA led by Preeti Shah, CPA, CFP®, providing comprehensive financial planning across taxes, investments, insurance, estate and retirement, with a collaborative, education-first process and deep-dive reviews (including multi-year tax return analysis). The practice often works with physicians and builds ETF-heavy, asset-allocation portfolios focused on risk management. Independent advice with transparent, limited insurance commissions and flexible off-hours meeting availability.
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PREETI SHAH
Financial Advisor
- CRD
- #5815655
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,143,655 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,143,655 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,143,655
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,020,425,319 | 11.7% |
| U.S. Government/Agency | $4,107,866,027 | 47.1% |
| Cash | $3,593,292,576 | 41.2% |
| Total | $8,721,583,922 | 100.0% |