Overview
Assets Under Management: $283 million
Headquarters: COCONUT GROVE, FL
High-Net-Worth Clients: 46
Average Client Assets: $6 million
Frequently Asked Questions
EKANTA WEALTH ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282031), EKANTA WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
EKANTA WEALTH ADVISORS LLC is headquartered in COCONUT GROVE, FL.
EKANTA WEALTH ADVISORS LLC serves 46 high-net-worth clients according to their SEC filing dated February 14, 2025. View client details ↓
According to their SEC Form ADV, EKANTA WEALTH ADVISORS LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
EKANTA WEALTH ADVISORS LLC manages $283 million in client assets according to their SEC filing dated February 14, 2025.
According to their SEC Form ADV, EKANTA WEALTH ADVISORS LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 46
Non-Discretionary Accounts: 46
Regulatory Filings
CRD Number: 282031
Last Filing Date: 2025-02-14 00:00:00
Website: https://ekantawealth.com