# ESSENTIAL INVESTING

ESSENTIAL INVESTING of PHOENIX, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 242790
- Type: SEC-registered investment adviser
- Location: 13802 N 32ND ST #14, PHOENIX, AZ, 85032
- Phone: (602) 529-8925
- Latest filing: 2026-06-05
- Regulatory AUM: $53.5M
- Discretionary AUM: $53.5M
- Clients: 3
- Accounts: 259

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Investment cos

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/242790/brochure
- Similar advisers: https://search.stillhousedata.com/firm/242790/similar
- Related entities: https://search.stillhousedata.com/firm/242790/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/242790

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.