Overview
Assets Under Management: $135 million
High-Net-Worth Clients: 29
Average Client Assets: $4 million
Frequently Asked Questions
ELAN WEALTH MANAGEMENT, L.L.C. 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 #144851), ELAN WEALTH MANAGEMENT, L.L.C. is subject to fiduciary duty under federal law.
ELAN WEALTH MANAGEMENT, L.L.C. serves 29 high-net-worth clients according to their SEC filing dated April 16, 2024. View client details ↓
According to their SEC Form ADV, ELAN WEALTH MANAGEMENT, L.L.C. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
ELAN WEALTH MANAGEMENT, L.L.C. manages $135 million in client assets according to their SEC filing dated April 16, 2024.
According to their SEC Form ADV, ELAN WEALTH MANAGEMENT, L.L.C. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.25
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 412
Discretionary Accounts: 412
Regulatory Filings
CRD Number: 144851
Last Filing Date: 2024-04-16 00:00:00
Website: https://stewardpartners.com