# Essential Investing

> Essential Investing is a state-registered investment advisory firm in Phoenix, AZ, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 5, 2026.

- CRD: 242790
- Filed as: ESSENTIAL INVESTING
- Legal name: Essential Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Phoenix, AZ
- Filing period: October 2026
- Form ADV filing dated: June 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/242790
- AdvisorCensus page: https://advisorcensus.com/firm/essential-investing-phoenix-az-242790

## Quick answers

**How is Essential Investing compensated?**
On its Form ADV (Item 5.E, October 2026), Essential Investing reports these compensation arrangements: a percentage of assets under its management.

**Where is Essential Investing located?**
Essential Investing's principal office is in Phoenix, AZ, according to its Form ADV.

**Is Essential Investing registered with the SEC or a state?**
Essential Investing is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 242790.

**How much does Essential Investing manage?**
Essential Investing reports $53,512,354 in regulatory assets under management in its Form ADV filing dated June 5, 2026 (100% discretionary).

**What types of clients does Essential Investing serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (78); high net worth individuals (9); charitable organizations (5).

**Does Essential Investing 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/242790

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $53,512,354
- Discretionary: $53,512,354
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 78 | $14,376,458 |
| High net worth individuals | 9 | $25,473,757 |
| Charitable organizations | 5 | $13,662,139 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Essential Investing (CRD 242790): Form ADV filing data as of October 2026.