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ENROUTE WEALTH MANAGEMENT, LLC
ENROUTE WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $13 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
ENROUTE WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $13 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
Multi Family Office
Sector focus
Frequently asked questions
What regulatory structure does ENROUTE WEALTH MANAGEMENT, LLC operate under?
ENROUTE WEALTH MANAGEMENT, LLC is registered as an investment advisor with the SEC (per SEC IARD filings). This means it must adhere to fiduciary standards and file Form ADV, which provides periodic disclosure of its business practices, fees, and conflicts of interest.
Does ENROUTE WEALTH MANAGEMENT, LLC disclose its AUM?
The firm does not publicly disclose its assets under management in accessible sources. Its AUM band remains undisclosed. Investment advisors do report AUM on their Form ADV, but that data is not publicly available here without further research.
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