ESSENTIAL INVESTING

ESSENTIAL INVESTING of PHOENIX, AZ is an SEC-registered investment adviser (CRD 242790). Regulatory assets under management: $53.5M.

Registration

• CRD: 242790
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 242790 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search