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- Custodian
- Charles Schwab & Company ยท Empower
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-18-2025
- Office Locations
- 2
Office Locations
About Whealthy Empowerment Network
WHealthy Empowerment Network (WHEN) is a founder-led collective of advisory firms delivering holistic financial planning and wealth management that connects money decisions with personal well-being. The team serves individuals and families across life stages, with an emphasis on empowering women through education and community. Portfolios commonly use mutual funds and ETFs, and the client experience is built around Schwab custody and tools like RightCapital.
Team overview
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Owner & Executives
ELIZABETH G SCHNEIDER
INVESTMENT ADVISOR REPRESENTATIVE, Managing Partner
- CRD
- #2619156
- Ownership
- 50% but less than 75%
ERIN NICOLE ZYLKA
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Partner
- CRD
- #5760460
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,770,717 | $270,102 |
| Non-Discretionary | $0 | -- |
| Total | $107,770,717 | $270,102 |
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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 |
| Private Funds | Available | Available |
| Total | Available | Available |
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