Enlightnu Wealth LLC
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 342504
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Enlightnu Wealth LLC is an owner-operated advisory firm organized as a limited liability company. The firm bills clients on a percentage-of-assets-under-management basis and is identified as a capital allocator, suggesting it takes active responsibility for deploying client capital rather than acting solely as a referral or broker. The firm is not identified as an active ESG investor. Service offerings center on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. That combination indicates Enlightnu both manages client portfolios directly and sources or oversees sub-advisers when specialized capabilities are needed. The firm lists an insurance company affiliation, which may reflect a relationship used for product access or distribution of insurance-based solutions. Regulatory and structural flags in the snapshot show the adviser is not classified under a standard category in the provided data, is not identified as a multi-state adviser, and is not a pension consultant or a related adviser to another advisory entity. The firm is not flagged as newly formed.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Marvin Musick
CEO, Investment AdvisorCRD 6953738
Contacts
3 of 3Steve Brooks
CRD 8264278

Joshua Musick
Licensed Insurance AgentCRD 6600384
James Marmon
CRD 4884965
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 10895 Grandview Dr
- Time zone
- CT (UTC-6)
- Office locations
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