Ekanta Wealth Advisors LLC
● SEC registered since 2019CRD 282031SEC# 801-115217Coconut Grove, FL
Reg. AUM
$306.7M
Employees
7
Accounts
52
Location
Coconut Grove, FL
Ekanta Wealth Advisors LLC assets under management
Ekanta Wealth Advisors LLC is a registered investment adviser overseen by the SEC based in Coconut Grove, FL. The firm has been registered since 2019. It reports $306.7 million in regulatory assets under management and employs 7 people.
Ekanta Wealth Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Julio Nmn Bailon Control | Chief Compliance Officer, Owner | 50-75% | 2022 |
| Nova Madueno Bailon Control | Owner | 50-75% | 2000 |
Frequently asked questions
How much does Ekanta Wealth Advisors LLC manage?
Ekanta Wealth Advisors LLC reports $306.7 million in regulatory assets under management on its Form ADV.
How many employees does Ekanta Wealth Advisors LLC have?
Ekanta Wealth Advisors LLC reports 7 employees.
Where is Ekanta Wealth Advisors LLC located?
Ekanta Wealth Advisors LLC is based in Coconut Grove, FL and has been SEC-registered since 2019.
Does Ekanta Wealth Advisors LLC disclose fund performance?
Ekanta Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2665 South Bayshore Drive, Suite 430, Coconut Grove, FL 33133 |
| Phone | 305-882-9240 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$306.7M▲ 8%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$306.7Mregulatory AUM
Discretionary $0Non-discretionary $306.7M