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13802 N 32Nd St #14, Phoenix, AZ 85032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-09-08 |
| AZ | RA | APPROVED | 2015-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Essential Wealth Management, Llc | Phoenix | AZ | 05/2015 | Present |
(1) 2015-PRESENT: ESSENTIAL INVESTING, LLC/NOT INVESTMENT RELATED/PHOENIX, AZ/MANAGING MEMBER/INACTIVE, CLOSELY HELD ENTITY/INVOLVES LESS THAN ONE PERCENT TIME EACH MONTH.//(2) DEK FOUNDATION/NOT INVESTMENT RELATED/PAYSON, AZ/INVESTMENT COMMITTEE MEMBER/CHARITABLE FOUNDATION/INVOLVES LESS THAN FIVE PERCENT OF TIME EACH MONTH, NORMALLY OUTSIDE OF TRADITIONAL BUSINESS HOURS//(3) KNAUSS FAMILY, LLC/NOT INVESTMENT RELATED/PAYSON, AZ/INVESTMENT COMMITTEE MEMBER/CLOSELY HELD FAMILY LLC/INVOLVES FIVE PERCENT OF TIME EACH MONTH, NORMALLY OUTSIDE OF TRADITIONAL BUSINESS HOURS//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-14 |
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