COCONUT GROVE, FLCRD 282031Latest ADV March 23, 2026
Ekanta Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coconut Grove, FL. Its latest Form ADV filing, dated March 23, 2026, reports $307M in regulatory assets under management, 7 employees, and 52 accounts.
Assets Under Management
$307M
Employees
7
Offices
--
Total Clients
52
Primary office
COCONUT GROVE, FL
2665 SOUTH BAYSHORE DRIVE, SUITE 430, COCONUT GROVE, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentCorporations represent 69.2% of total clients.
Top client categories% of clientsClients
1
Corporations
69.2%
36
2
HNWI
30.8%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$307Mas of March 23, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$307M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$307M
Total Accounts52
10Y AUM Change+$195M (+173.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee7:1
10Y Employee Change0 (0.0%)
* 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.