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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-13-2019
- Office Locations
- 1
Office Locations
About Enroute Wealth Management, LLC
Enroute Wealth Management, LLC is a Maryland-based RIA serving individuals and families with a holistic planning process that coordinates tax, insurance, investment, and estate planning alongside clients’ other professionals. Portfolios emphasize asset allocation and risk management, commonly using ETFs and mutual funds, and the firm also supports retirement, 529/college, and business-succession planning. Custodied at Schwab.
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Owner & Executives
EDWARD LOUIS NEVELEFF
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5833970
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $12,840,000 | -- |
| Total | $12,840,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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