Overview
Assets Under Management: $107 million
Headquarters: OAKLAND, CA
High-Net-Worth Clients: 32
Average Client Assets: $3 million
Frequently Asked Questions
ELLA FINANCIAL ADVISING 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 #307357), ELLA FINANCIAL ADVISING is subject to fiduciary duty under federal law.
ELLA FINANCIAL ADVISING is headquartered in OAKLAND, CA.
ELLA FINANCIAL ADVISING serves 32 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, ELLA FINANCIAL ADVISING offers financial planning and portfolio management for individuals. View all service details ↓
ELLA FINANCIAL ADVISING manages $107 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, ELLA FINANCIAL ADVISING serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.95
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 226
Discretionary Accounts: 226
Regulatory Filings
CRD Number: 307357
Filing ID: 2051585
Last Filing Date: 2026-02-18 13:39:46