EKANTA WEALTH ADVISORS LLC
Adviser information for EKANTA WEALTH ADVISORS LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 36 | $233.6M |
| Total | 36 | $233.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 13 | $155.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 23 | $78.4M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 85 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsADVISORY CONSULTING, FAMILY OFFICE AND WEALTH PLANNING SERVICES |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-115217 |
|---|---|
| SEC ERA File Number | 801-115217 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 282031 |
| Legal Entity Identifier | None |
Principal Office
2665 SOUTH BAYSHORE DRIVESUITE 430
COCONUT GROVE
FL
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 305-882-9240, Fax: None
Chief Compliance Officer
JULIO BAILON
MANAGING PARTNER
2665 SOUTH BAYSHORE DR
SUITE 430
COCONUT GROVE
FL
United States
Tel:
786-383-3063
J******@***************M
(Full email address available in API data)
Regulatory Contact
NOVA MADUENO BAILON
MANAGING PARTNER
2665 SOUTH BAYSHORE DRIVE
SUITE 430
COCONUT GROVE
FL
United States
Tel:
3058829241
N*******@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BAILON, JULIO, NMN | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2022 | 50-75% |
| MADUENO BAILON, NOVA | Individual | – | OWNER | 01/2000 | 50-75% |