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WHEALTHY EMPOWERMENT NETWORK
419-340-6462
SEC #801-135724Total AUM
$107.8M
Employees
3Clients
158Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
419-340-6462
Other Offices
1
Financials
Total AUM
$107.8M
Accounts
399Discretionary
$107.8M
Accounts
399Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
98AUM
$24M
HNW Individual Clients
58AUM
$83.8M
Charitable Organization Clients
1AUM
$22.2K
Corporation or Business Clients
1AUM
$7.8K
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZILOHWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.