Enlightened Finance LLC

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Assets, Funds, Holdings

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Enlightened Finance LLC
CRD #282965
SEC #801-127653
CIK #
AUM $116.3 MM (2024-03-22)
Employees 6 (100% Investors, 0% Brokers)
Phone248-854-1696
Address309 Harbor View Ln
Largo, FL 33770
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
1209672482402009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 98 27.3
(b) Individuals (high net worth individuals) 32 79.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 3 3.2
(h) Charitable organizations 3 6.5
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 358 116.3
By Discretionary
Discretionary 355 114.9
Non-Discretionary 3 1.5
Total 358 116.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 116.3
Total 358 116.3
Comparable Firms State AUM ($BB)
Babb Wealth Advisors LLC
AZ 0.1
JM Arbour LLC
ME 0.1
Jim Saulnier & Associates LLC
CO 0.1
Granite State Retirement Planning Inc
NH 0.1
Winter & Associates Inc
MN 0.1
Main Advisory Inc
PA 0.1
Gervais Capital Management LLC
WY 0.1
Income & Asset Advisory Inc
NY 0.1
Hidden Hills Wealth LLC
CA 0.1
Bourke Wealth Management
CA 0.1
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