CRD: 288276
Enlightened Advisors Wealth Management LLC
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- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-02-2017
- Office Locations
- 1
Office Locations
About Enlightened Advisors Wealth Management LLC
Enlightened Advisors Wealth Management is a Tucson-based boutique serving individuals and families with goal-based financial planning, retirement and legacy planning, and risk management. The firm coordinates with clients’ tax and legal professionals and supports business owners, philanthropists, and women. Portfolios commonly pair fixed income with ETF exposures; custody includes First Clearing.
Team overview
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Investment Themes
Investment Vehicles
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Owner & Executives
BENJAMIN SAMUEL GOLDBERG
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5105810
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $8,350,000 | -- |
| Total | $8,350,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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