E
$5.9M Total AUM
$5.9M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-17-2024
- Office Locations
- 1
Office Locations
1201 West Peachtree St. NW Suite 2300 Atlanta GA
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.
Team overview
-- AVG AGE
$5.9M AVG AUM / ADVISOR
$591.4K AVG AUM / CLIENT
1.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
L
LaVaisha Davis
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #7548090
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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A
ANTHONY LAWAL
--
- CRD
- #7529193
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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