{"url":"https://nivawealth.com/firms/en-enterprises-337964","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/337964","regulatoryAum":142735811,"crd":"337964","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4311689","suffix":null,"lastName":"SENKYR","firstName":"DAVID","middleName":"PATRICK"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-134759","legalName":"En Enterprises, LLC","displayName":"EN Enterprises","slug":"en-enterprises-337964","website":"https://lanefamilywm.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Iowa limited liability company","fiscalYearEnd":"December","headquarters":{"street":"595 Ashley CT, Ste 2","city":"North Liberty","state":"IA","stateName":"Iowa","country":"United States","postalCode":"52317"},"tradeNames":[],"registration":{"secApproved":"20 November 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":701632.4257425743,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":142735811,"discretionary":142735811,"discretionaryAccounts":205,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":149,"regulatoryAum":31264646},{"label":"High-net-worth individuals","clients":53,"regulatoryAum":110465104},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":795601},{"label":"Other investment advisers","clients":null,"fewerThan5":true,"regulatoryAum":210460}],"feePrograms":[{"role":"main","program":"Portfolio Management Fees","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018483","versionId":1018483,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-13","documentName":"LANE FAMILY WEALTH MANAGEMENT ADV PART 2A","fee_rate_low":null,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T18:08:08.074144+00:00","documents":[{"name":"LANE FAMILY WEALTH MANAGEMENT ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018483","versionId":1018483,"submittedOn":"2026-03-13"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":142735811}],"custodyNote":"EN Enterprises does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"David Senkyr","title":"President","crd":"4311689"},{"name":"Rebecca Baedke","title":"Chief Compliance Officer","crd":"4055455"}],"ownership":[{"label":"David Senkyr","detail":"President in the 75% or more ownership band and a control person, since July 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Iowa","offices":1,"addresses":[{"street":"595 Ashley CT, Ste 2","city":"North Liberty","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"319-535-4525","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":30},{"label":"Securities issued by registered investment companies or business development companies","percent":65},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"13 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/337964/PDF/337964.pdf","brochureDate":"13 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018483","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does EN Enterprises have?","answer":"EN Enterprises has 202 clients and manages $143 million for them, as of March 2026. They include 149 individual clients and 53 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 13 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does EN Enterprises offer?","answer":"EN Enterprises provides portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does EN Enterprises charge?","answer":"EN Enterprises charges up to 1.00% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable.","source":"LANE FAMILY WEALTH MANAGEMENT ADV PART 2A, filed 13 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does EN Enterprises use?","answer":"EN Enterprises’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $143M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does EN Enterprises have?","answer":"EN Enterprises has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does EN Enterprises invest in?","answer":"At the end of its last fiscal year, EN Enterprises’ separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 30% exchange-traded equities and 5% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns EN Enterprises?","answer":"EN Enterprises’ direct owner is David Senkyr (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 13 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does EN Enterprises get paid?","answer":"EN Enterprises is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact EN Enterprises?","answer":"EN Enterprises’ main office is at 595 Ashley CT, Ste 2, North Liberty, IA 52317. Its phone number is 319-535-4525. Its website is lanefamilywm.com.","source":"Form ADV Part 1A, Item 1.F, filed 13 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}