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ESSENTIAL INVESTING
ESSENTIAL WEALTH MANAGEMENT, LLC
CRD 242790
13802 N 32ND ST #14, PHOENIX, AZ, 85032, United States
Phone
(602) 529-8925
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$53.5M
Discretionary AUM
$53.5M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 78 | $14.4M |
| High net worth individuals | 9 | $25.5M |
| Charitable organizations | 5 | $13.7M |
All web addresses on file
Official SEC filing: View on IAPD