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Ekanta Wealth Advisors LLC

● SEC registered since 2019CRD 282031SEC# 801-115217Coconut Grove, FL
Export (members)
Reg. AUM
$283.4M
Employees
7
Accounts
46
Location
Coconut Grove, FL

Ekanta Wealth Advisors LLC assets under management

Ekanta Wealth Advisors LLC is a registered investment adviser overseen by the SEC based in Coconut Grove, FL. The firm has been registered since 2019. It reports $283.4 million in regulatory assets under management and employs 7 people.
www.linkedin.com/company/ekanta-wealth-advisors/aboutView on SEC.gov ↗

Ekanta Wealth Advisors LLC owners & executives

2 reported
NameTitleOwnershipSince
Julio Nmn Bailon ControlChief Compliance Officer, Owner50-75%2022
Nova Madueno Bailon ControlOwner50-75%2000

Frequently asked questions

How much does Ekanta Wealth Advisors LLC manage?

Ekanta Wealth Advisors LLC reports $283.4 million in regulatory assets under management on its Form ADV.

How many employees does Ekanta Wealth Advisors LLC have?

Ekanta Wealth Advisors LLC reports 7 employees.

Where is Ekanta Wealth Advisors LLC located?

Ekanta Wealth Advisors LLC is based in Coconut Grove, FL and has been SEC-registered since 2019.

Does Ekanta Wealth Advisors LLC disclose fund performance?

Ekanta Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2665 South Bayshore Drive, Suite 430, Coconut Grove, FL 33133
Phone305-882-9240
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$283.4M
Total (RAUM)$283.4M