PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Ella Financial Advising LLC

● SEC registered since 2026CRD 307357SEC# 801-135609Oakland, CA
Export (members)
Reg. AUM
$106.9M
Employees
1
Accounts
226
Location
Oakland, CA

Ella Financial Advising LLC assets under management

Ella Financial Advising LLC is an investment advisory firm registered with the SEC based in Oakland, CA. The firm has been registered since 2026. It reports $106.9 million in regulatory assets under management and employs 1 people.

Ella Financial Advising LLC owners & executives

1 reported
NameTitleOwnershipSince
Elizabeth Elsa Taylor ControlOwner And Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Ella Financial Advising LLC manage?

Ella Financial Advising LLC reports $106.9 million in regulatory assets under management on its Form ADV.

How many employees does Ella Financial Advising LLC have?

Ella Financial Advising LLC reports 1 employees.

Where is Ella Financial Advising LLC located?

Ella Financial Advising LLC is based in Oakland, CA and has been SEC-registered since 2026.

Does Ella Financial Advising LLC disclose fund performance?

Ella Financial Advising LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5237 College Avenue, Oakland, CA 94618
Phone510-324-9487
Office hoursBy Appointment Only
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$106.9MNo change
Feb '26 — $106.9MMar '26 — $106.9MApr '26 — $106.9MMay '26 — $106.9MJun '26 — $106.9M
Feb '26Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$106.9Mregulatory AUM
Discretionary $106.9M