Enlightnu Wealth LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
6
Advisory reps
9

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

FINTRX

Overview

Enlightnu Wealth LLC is a small, individually owned advisory firm that positions itself primarily as a capital allocator and adviser for individuals and small businesses. Its advisory services emphasize financial planning, discretionary portfolio management for individual and small-business clients, and the selection and oversight of third‑party managers. The firm charges fees as a percentage of assets under management. It does not identify as an active ESG investor and is not registered as a multi‑state adviser. The firm also lists an affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Marvin Musick

    CEO, Investment AdvisorCRD 6953738

Contacts

3 of 8
  • Joshua Musick

    Joshua Musick

    Licensed Insurance AgentCRD 6600384

  • Eric Koford

    Eric Koford

    Financial ProfessionalCRD 2418499

  • Adrian Kennedy

    Investment Adviser RepresentativeCRD 6969524

Unlock 5 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth