Ellevest is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $1.1B in regulatory assets under management, 19 employees, 12 offices, and 474 accounts.
Assets Under Management
$1.1B
Employees
19
Offices
12 offices
Total Clients
471
Primary office
NEW YORK, NY
228 PARK AVE S, PMB 94934, NEW YORK, NY, United States
Top client segmentHNWI represent 78.8% of total clients.
Top client categories% of clientsClients
1
HNWI
78.8%
371
2
Individuals
21.2%
100
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 31, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts474
10Y AUM Change+$1.1B (+12275.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee25:1
10Y Employee Change-6 (-24.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.