Ekanta Wealth Advisors LLC
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Overview
Ekanta Wealth Advisors LLC operates as an advisory company located in Miami, Florida. The firm controls $211.2 million in total assets throughout 38 customer accounts, placing it in the mid-tier of investment advisory firms in the country by assets under management (AUM). The company has a small team, including 1 financial advisor. Ekanta Wealth Advisors LLC does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments like stocks, bonds and options.
Ekanta Wealth Advisors LLC oversees none of its client assets in a discretionary manner. Discretionary management means that transaction choices are made by an investment advisor without needing the customer's consent. The firm also oversees 38 non-discretionary accounts with a total of $211.2 million in assets. The company oversees about $5.6 million for each account. The average advisor at Ekanta Wealth Advisors LLC manages around 38 client accounts, making it about average in terms of personalization.
Ekanta Wealth Advisors LLC's main office is at 2665 South Bayshore Drive, Miami, Florida 33133. Ekanta Wealth Advisors LLC is allowed to provide services to investors in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ekanta Wealth Advisors LLC by the Numbers
$211.2 million
4
38
$5.6 million
Fee Structure
Fees charged by financial advisors largely are based on the type of financial services offered. Fees billed by the firm most likely consist of the following fee types: asset-based, hourly, fixed or performance-based. The company does not participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It works with high net worth investors. Out of its 38 clients, Ekanta Wealth Advisors LLC's biggest client group by number of accounts is high net worth investors, but it also serves 38 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Around 79% of its customers are from outside of the U.S.
- High-Net-Worth Individuals* - 100%
- Other Individuals - 0%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ekanta Wealth Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Ekanta Wealth Advisors LLC
Miami, FL
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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