ENTERPRISE WEALTH PARTNERS, LLC

RIASEC Registered

Total AUM

$4.3M

Discretionary

$4M

94% of AUM

Avg account

$853K

Accounts

Employees

Advisory reps

Firm details

Headquarters: TALLAPOOSA, Georgia
CRD number: 143853
Custodians: PERSHING LLC, ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Pension & Profit Sharing Plans50.04%
HNWI48.97%
Individuals0.99%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Enterprise Wealth Partners, LLC is a small, privately owned advisory firm organized as an LLC that functions as a capital allocator for a limited client base. The firm’s advisory scope includes financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting services and the selection of other advisers. Its fee model is flexible and includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Investment activity is centered on pooled public vehicles as the core of client portfolios, with a material allocation to third‑party alternative managers for real assets and commodity exposure. The firm does not position itself as an active ESG investor and is not registered as a multi‑state adviser.