ENLIGHTENED FINANCE LLC
Adviser information for ENLIGHTENED FINANCE LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 6 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 355 | $114.9M |
| Non-Discretionary | 3 | $1.5M |
| Total | 358 | $116.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 98 | $27.3M |
| HNW Individuals | 32 | $79.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $3.2M |
| Charitable organizations | <5 | $6.5M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-127653 |
|---|---|
| SEC ERA File Number | 801-127653 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 282965 |
| Legal Entity Identifier | None |
Principal Office
309 HARBOR VIEW LNLARGO
FL
United States
Monday - Friday, 9-5
Tel: 248-854-1696, Fax: None
Chief Compliance Officer
ALEX MARTIN
MEMBER
309 HARBOR VIEW LN
LARGO
FL
United States
Tel:
248-854-1696
A***@**************M
(Full email address available in API data)
Industry Affiliates
| SCHECHTER INVESTMENT ADVISORS, LLC | Other investment adviser, including financial planners |
| SCHECHTER WEALTH | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MARTIN, ALEXANDER, LLOYD | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 08/2014 | > 75% |
| VERNON INVESTMENTS LLC | Domestic Entity | – | LIMITED MEMBER | 01/2017 | 10-25% |
| SCHECHTER, MARC, RODNEY | Individual | VERNON INVESTMENTS LLC | MANAGING MEMBER | 08/2013 | 50-75% |
| ZIMMERMAN, JASON, REED | Individual | VERNON INVESTMENTS LLC | MANAGING MEMBER | 08/2013 | 50-75% |