EKANTA WEALTH ADVISORS LLC

CRD 282031 · SEC 801-115217

Visit website

2665 SOUTH BAYSHORE DRIVE, SUITE 430, COCONUT GROVE, FL, 33133, United States

Phone

305-882-9240

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$306.7M

Discretionary AUM

Team

7 total employees; 1 advisory reps

Clients

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Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)ADVISORY CONSULTING, FAMILY OFFICE AND WEALTH PLANNING SERVICES

Client types

Type	Clients	AUM
High net worth individuals	16	$77.3M
Corporations/business entities	36	$229.3M

States served

All web addresses on file

https://www.linkedin.com/company/ekanta-wealth-advisors/about/
https://www.ekantawealth.com/

Official SEC filing: View on IAPD