On April 30, 2025, Schechter Investment Advisors announced its acquisition of Enlightened Finance.
Schechter Investment Advisors, LLC (“Schechter”) announced, on April 30, 2025, its acquisition of Enlightened Finance LLC (“Enlightened Finance”). Under the terms of the deal, Enlightened Finance will adopt the Schechter name. Further terms of the transaction were not disclosed.
Schechter, based in Birmingham, Michigan, is a registered investment advisor and wealth management firm offering portfolio design and management, wealth and estate planning, multi-family office service, private investments, philanthropic planning and tax strategy services. As of this transaction, Schechter has approximately $4 billion in assets under management.
Enlightened Finance, based in Rochester, Michigan, is a fee-based registered investment advisor specializing in investment consulting, insurance services, private equity, and business exit planning. As of March 2024, Enlightened Finance had approximately $116 million in assets under management.
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