# Educated Wallet LLC

> Educated Wallet LLC is a state-registered investment advisory firm in Albuquerque, NM, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 322021
- Filed as: EDUCATED WALLET LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Albuquerque, NM
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322021
- AdvisorCensus page: https://advisorcensus.com/firm/educated-wallet-llc-albuquerque-nm-322021

## Quick answers

**How is Educated Wallet LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Educated Wallet LLC reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees).

**Where is Educated Wallet LLC located?**
Educated Wallet LLC's principal office is in Albuquerque, NM, according to its Form ADV.

**Is Educated Wallet LLC registered with the SEC or a state?**
Educated Wallet LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 322021.

**How much does Educated Wallet LLC manage?**
Educated Wallet LLC reports $12,575,000 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (0% discretionary).

**What types of clients does Educated Wallet LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (107).

**Does Educated Wallet LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/322021

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $12,575,000
- Discretionary: $0
- Non-discretionary: $12,575,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 107 | $12,575,000 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NM
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- educatedwallet.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Educated Wallet LLC (CRD 322021): Form ADV filing data as of October 2026.