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EDUCATED WALLET LLC
CRD 322021
122 TULANE DR. SE, STE 11, ALBUQUERQUE, NM, 87106, United States
Phone
505-514-9310
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$12.6M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 6 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsONLINE EDUCATIONAL COURSES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 107 | $12.6M |
All web addresses on file
Official SEC filing: View on IAPD