Ekanta Wealth Advisors LLC
Ekanta Wealth Advisors LLC is an SEC-registered wealth manager in Coconut Grove, FL with $306.7M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Ekanta Wealth Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282031, SEC 801-115217, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $306.7M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Coconut Grove, FL
- Employees
- 7
- Clients
- 52
- CRD
- 282031
- Ownership
- CLAIRMONT ADVISORS HOLDINGS LTD (BVI); JEPHSON, IV, JOHN HASTINGS; STEWART, JAIME, FRANCISCO; SALZEDO NAVARRO, CARLOS; FRANCES FINANCIAL TRADING, LTD (BVI)
How much AUM does Ekanta Wealth Advisors LLC have?
Ekanta Wealth Advisors LLC reported $306.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Ekanta Wealth Advisors LLC?
Disclosed owners and executives of Ekanta Wealth Advisors LLC include CLAIRMONT ADVISORS HOLDINGS LTD (BVI), JEPHSON, IV, JOHN HASTINGS, STEWART, JAIME, FRANCISCO, SALZEDO NAVARRO, CARLOS, FRANCES FINANCIAL TRADING, LTD (BVI). Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.