Xuan Wang
EN+ Wealth · Munster, Indiana
Xuan Wang is a fee-only financial advisor at EN+ Wealth in Munster, Indiana, who holds the CFA credential. Xuan charges a percentage of assets (0.5%–1.2% a year of assets managed and no asset minimum).
Request an introduction to Xuan →
Facts
| Firm | EN+ Wealth |
|---|---|
| Based in | Munster, Indiana |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.5%–1.2% a year of assets managed · No asset minimum |
| Assets under management | $5.9M across 69 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, DE, FL, IL, IN, NJ, TX · CRD 7082807 |
| Exams passed | Series 63 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.enpluswealth.com |
How Xuan's firm compares
- EN+ Wealth's average account is about $85,000, from its Form ADV (assets managed divided by 69 accounts).
Request an introduction to Xuan
Tell Xuan a little about what you're looking for. Xuan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Xuan
Is Xuan Wang a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Xuan holds no broker registration, and EN+ Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Xuan charge for financial advice?
Xuan charges a percentage of assets.
How much does Xuan charge?
According to EN+ Wealth's website, checked October 30, 2026: 0.5%–1.2% a year of assets managed; no asset minimum.
Where is Xuan Wang based?
Xuan Wang is based in Munster, Indiana.
What credentials does Xuan Wang hold?
Xuan Wang holds the CFA credential.
Is Xuan Wang registered with the SEC?
Yes. Xuan Wang is registered as an investment adviser representative in CA, DE, FL, IL, IN, NJ and TX (CRD 7082807), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does EN+ Wealth manage?
EN+ Wealth reports $5.9M across 69 accounts in assets under management.
How do I contact Xuan Wang?
Through Xuan's website, www.enpluswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- EN+ Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.