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ELLEN J WEBBER, CFP

WEBBER ELLEN JEAN

CRD 148382

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$13.7M

Discretionary AUM

$11.5M

Team

2 total employees; 1 advisory reps; 50 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-03-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals14$4.3M
High net worth individuals9$9.4M

All web addresses on file

Official SEC filing: View on IAPD