# Enterprise Wealth Partners, LLC

> Enterprise Wealth Partners, LLC is a state-registered investment advisory firm in Tallapoosa, GA, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 143853
- Filed as: ENTERPRISE WEALTH PARTNERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tallapoosa, GA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/143853
- AdvisorCensus page: https://advisorcensus.com/firm/enterprise-wealth-partners-llc-tallapoosa-ga-143853

## Quick answers

**How is Enterprise Wealth Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Enterprise Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Enterprise Wealth Partners, LLC located?**
Enterprise Wealth Partners, LLC's principal office is in Tallapoosa, GA, according to its Form ADV.

**Is Enterprise Wealth Partners, LLC registered with the SEC or a state?**
Enterprise Wealth Partners, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 143853.

**How much does Enterprise Wealth Partners, LLC manage?**
Enterprise Wealth Partners, LLC reports $4,266,683 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (94% discretionary).

**Does Enterprise Wealth Partners, 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/143853

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $4,266,683
- Discretionary: $3,997,827
- Non-discretionary: $268,856

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $42,424 |
| High net worth individuals | Fewer than 5 | $2,089,357 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,134,902 |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Enterprise Wealth Partners, LLC (CRD 143853): Form ADV filing data as of October 2026.