Asset manager · Coconut Grove, FL
Ekanta Wealth Advisors LLC
SEC-registered investment adviser · CRD 282031 · SEC 801-115217
At a glance
Ekanta Wealth Advisors LLC is an SEC-registered investment adviser based in Coconut Grove, Florida, with $307 million in regulatory assets under management as of its Form ADV filed March 23, 2026. Its largest client group by assets is corporations or other businesses, and it reports 16 individual clients. By Form ADV it is a asset manager, ranked 1,926th of 3,218 asset managers and 10,049th of 17,210 SEC-registered advisers by assets.
Main office 305-882-9240ekantawealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $307M
- Rank among asset managers
- #1,926 of 3,218
- Rank among all SEC RIAs
- #10,049 of 17,210
- Rank in Florida
- #588 of 1,090
- Individual clients
- 16
- High-net-worth clients
- 16
- Accounts
- 52
- Discretionary
- 0% of AUM
- Employees
- 7
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- Julio N. BailonChief Compliance Officer, Owner
- Nova Madueno BailonOwner
Custody and brokerage
3 custodians
- EFG Capital International$107M49%
- EFG Bank$77M36%
- Credicorp Capital Chile$32M15%
Other RIAs using EFG Capital InternationalOther multi-custodian RIAs
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Corporations or other businesses | 36 | $229M | 75% |
| High-net-worth individuals | 16 | $77M | 25% |
Disciplinary disclosures
Ekanta Wealth Advisors LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗ekantawealth.com ↗
AtlasMembers
The full record on Ekanta Wealth Advisors LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 931 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Ekanta Wealth Advisors LLC manage?
Ekanta Wealth Advisors LLC reports $307 million in regulatory assets under management across 52 accounts, on its Form ADV filed March 23, 2026.
What kind of firm is Ekanta Wealth Advisors LLC?
Ekanta Wealth Advisors LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Ekanta Wealth Advisors LLC’s clients?
By assets, its largest client types are corporations or other businesses ($229 million, 36 clients); high-net-worth individuals ($77 million, 16 clients).
Does Ekanta Wealth Advisors LLC have any disciplinary history?
Ekanta Wealth Advisors LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Ekanta Wealth Advisors LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →