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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-10-2025
- Office Locations
- 1
Office Locations
About Elion Financial, LLC
Elion Financial is a woman-led, flat-fee, fee-only registered investment adviser delivering concierge, tax-integrated financial planning and advanced tax strategy. The firm coordinates investments with cash flow, retirement, benefits, estate and insurance planning, and implements portfolios using ETFs. Led by CFP professional and IRS Enrolled Agent Dr. Lauren Mishra, with an eMoney client portal and custody at Charles Schwab.
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Owner & Executives
Lauren Dixon Mishra PhD
Chief Compliance Officer, Managing Member
- CRD
- #7237234
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,937,268 | -- |
| Non-Discretionary | $25,840,690 | -- |
| Total | $47,777,958 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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