Enterprise Wealth Partners, LLC

RIAState 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 Georgia-based LLC that acts as a fee-based advisory firm and capital allocator. The firm offers a mix of planning and discretionary portfolio management services, serving individuals, small businesses and institutional or business investors. Its registered activities include financial planning, portfolio management for both individuals/small businesses and businesses or institutions, pension consulting services and selection of other advisers. Fee arrangements cited in filings include percentage-of-AUM fees alongside hourly and fixed-fee engagements and other fee structures. The firm is not an active ESG investor and operates under individual ownership.