PPrivate Fund Data Log in Join · $37/mo

Ellis Wealth Advisors, LLC

● SEC registered since 2026CRD 342527SEC# 801-136593Madison, AL
Export (members)
Reg. AUM
Employees
4
Accounts
Location
Madison, AL

Ellis Wealth Advisors, LLC assets under management

Ellis Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Madison, AL. The firm has been registered since 2026. It employs 4 people.

Ellis Wealth Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Michael Mixon Ellis ControlManaging Member And Chief Compliance OfficerOver 75%2026

Frequently asked questions

How many employees does Ellis Wealth Advisors, LLC have?

Ellis Wealth Advisors, LLC reports 4 employees.

Where is Ellis Wealth Advisors, LLC located?

Ellis Wealth Advisors, LLC is based in Madison, AL and has been SEC-registered since 2026.

Does Ellis Wealth Advisors, LLC disclose fund performance?

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

Contact & registration

Address1157 Nance Rd, Madison, AL 35757
Phone256-325-0410
Fax844-342-4222
Office hours9:00a.m. To 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo