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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-17-2024
- Office Locations
- 1
Office Locations
About ELL Wess Advisors
ELL Wess Advisors is a Atlanta-based RIA. The firm has been operating for 2 years. Managing $5.9M in total assets under management, with 1 advisory representatives. They custody assets with Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 10 clients, or 10 clients per representative. That equates to $591.4K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full ELL Wess Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
LaVaisha Davis
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #7548090
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
ANTHONY LAWAL
--
- CRD
- #7529193
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,913,963 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,913,963 | -- |
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Separately Managed Accounts
SMA allocation detail is available
ELL Wess Advisors has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.