# Experience Your Wealth, LLC

> Experience Your Wealth, LLC is an SEC-registered investment advisory firm in Providence, RI, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 16, 2026.

- CRD: 305991
- Filed as: EXPERIENCE YOUR WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Providence, RI
- Filing period: October 2026
- Form ADV filing dated: July 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305991
- AdvisorCensus page: https://advisorcensus.com/firm/experience-your-wealth-llc-providence-ri-305991

## Quick answers

**How is Experience Your Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Experience Your Wealth, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other.

**Where is Experience Your Wealth, LLC located?**
Experience Your Wealth, LLC's principal office is in Providence, RI, according to its Form ADV.

**Is Experience Your Wealth, LLC registered with the SEC or a state?**
Experience Your Wealth, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 305991.

**How much does Experience Your Wealth, LLC manage?**
Experience Your Wealth, LLC reports $105,302,182 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (0% discretionary).

**What types of clients does Experience Your Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48); high net worth individuals (22).

**Which custodians does Experience Your Wealth, LLC use?**
Experience Your Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Experience Your Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305991

**Does Experience Your Wealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 16, 2026 says: "We do not have a minimum account size requirement."

**What changed in Experience Your Wealth, LLC's recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated July 16, 2026)

- Account minimum: None

> We do not have a minimum account size requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $105,302,182
- Discretionary: $0
- Non-discretionary: $105,302,182

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $18,569,145 |
| High net worth individuals | 22 | $86,733,037 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MA, NH, NV, NY, RI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- experienceyourwealth.com
- Facebook @experienceyourwealth
- LinkedIn @jakenorthrup
- X @Jake_EYW

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Experience Your Wealth, LLC (CRD 305991): Form ADV filing data as of October 2026.