E
$4.3M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
19 yrs Firm Age
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- Custodian
- Altruist · Merrill Lynch · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-04-2007
- Office Locations
- 1
Office Locations
155 Head Ave., Suite A Tallapoosa GA
About Enterprise Wealth Partners, LLC
Enterprise Wealth Partners, LLC is a Tallapoosa-based RIA. The firm has been operating for 19 years. Managing $4.3M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Merrill Lynch.
Team overview
-- AVG AGE
$4.3M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
8.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SCOTT A HOUSTON
Managing Director
- CRD
- #4845370
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,997,827 | -- |
| Non-Discretionary | $268,856 | -- |
| Total | $4,266,683 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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