{
  "crd_number": 334271,
  "slug": "whealthy-empowerment-network-334271",
  "primary_business_name": "WHEALTHY EMPOWERMENT NETWORK",
  "legal_name": "WHEALTHY EMPOWERMENT NETWORK, LLC",
  "dbas": [
    "INFINITY WEALTH COMPANY, LLC",
    "KONA FINANCIAL PLANNING"
  ],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-04-09",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-04-14",
  "carried_forward": false,
  "raum_total": 107770717.0,
  "raum_discretionary": 107770717.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 22186.0,
      "count": 1
    },
    "individuals": {
      "raum": 23966332.0,
      "count": 98
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 83774360.0,
      "count": 58
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 7839.0,
      "count": 1
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "IL",
    "OH",
    "WI"
  ],
  "websites": [
    "https://facebook.com/IWClizz",
    "https://facebook.com/WHealthyEmpowermentNetwork",
    "https://facebook.com/konafp",
    "https://facebook.com/lizz.schneider.5",
    "https://infinitywealthco.com",
    "https://instagram.com/whealthyempowermentnetwork",
    "https://konafp.com",
    "https://linkedin.com/company/infinitywealthcompany",
    "https://linkedin.com/company/kona-financial-planning",
    "https://linkedin.com/company/whealthy-empowerment-network",
    "https://linkedin.com/in/erin-zylka-kona",
    "https://linkedin.com/in/gabby-feifarek-279b17332",
    "https://linkedin.com/in/lizzschneidercfp",
    "https://whealthyempowerment.com",
    "https://whealthyempowermentnetwork.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334271",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/whealthy-empowerment-network-334271",
  "display_name": "Whealthy Empowerment Network",
  "summary": "Whealthy Empowerment Network is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 14, 2026.",
  "citation": "AdvisorCensus. Whealthy Empowerment Network (CRD 334271): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Whealthy Empowerment Network compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Whealthy Empowerment Network reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Whealthy Empowerment Network charge?",
      "a": "Its Form ADV Part 2A brochure dated April 14, 2026 states: Flat fee: $3,000 to $5,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Whealthy Empowerment Network registered with the SEC or a state?",
      "a": "Whealthy Empowerment Network is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 334271."
    },
    {
      "q": "How much does Whealthy Empowerment Network manage?",
      "a": "Whealthy Empowerment Network reports $107,770,717 in regulatory assets under management in its Form ADV filing dated April 14, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Whealthy Empowerment Network serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (98); high net worth individuals (58); charitable organizations (1)."
    },
    {
      "q": "Which custodians does Whealthy Empowerment Network use?",
      "a": "Whealthy Empowerment Network'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."
    },
    {
      "q": "Does Whealthy Empowerment Network report any disciplinary disclosures?",
      "a": "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/334271"
    },
    {
      "q": "Does Whealthy Empowerment Network state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 14, 2026 says: \"The Advisor does not have any minimum requirements for opening or maintaining an account.\""
    },
    {
      "q": "What changed in Whealthy Empowerment Network's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 14, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $3,000 to $5,000 (financial planning and consulting services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "The Advisor does not have any minimum requirements for opening or maintaining an account."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $3,000 to $5,000 (financial planning and consulting services)"
        ],
        "quotes": [
          "WHealthy Empowerment Network will charge a fixed fee for financial planning and consulting services in the range of $3,000 to $5,000 as negotiated and contracted for with the client."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 3000.0,
          "max": 5000.0,
          "period": "one_time",
          "service": "financial planning and consulting services"
        }
      ]
    },
    "quotes": [
      "The Advisor does not have any minimum requirements for opening or maintaining an account.",
      "WHealthy Empowerment Network will charge a fixed fee for financial planning and consulting services in the range of $3,000 to $5,000 as negotiated and contracted for with the client."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/whealthy-empowerment-network-334271.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 98,
      "fewer_than_5": false,
      "raum": 23966332.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 58,
      "fewer_than_5": false,
      "raum": 83774360.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": false,
      "raum": 22186.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": false,
      "raum": 7839.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334271",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}